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HBLTX vs IBBFX
HBLTX vs IBBFX Comparison
Open Charts HBLTX vs IBBFX
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Thrivent Balanced Income Plus S
Price$14.12
Change-$0.06 (-0.42%)
VolumeN/A
CapitalizationN/A
HBLTX vs IBBFX Comparison Chart
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HBLTX vs. IBBFX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLTX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. IBBFX (420M). HBLTX pays higher dividends than IBBFX: HBLTX (3.54) vs IBBFX (3.11). HBLTX was incepted earlier than IBBFX: HBLTX (14 years) vs IBBFX (27 years). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLTX (57.00). HBLTX has a lower initial minimum investment than IBBFX: HBLTX (0) vs IBBFX (2000). HBLTX (15.43) and IBBFX (15.10) have marching annual gain over last year. IBBFX return over 5 years is better than : 23.69 vs. HBLTX (16.16).
| HBLTX | IBBFX | HBLTX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 7.983 | 8.724 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 420M | 2,952% |
| Annual Yield % from dividends | 3.54 | 3.11 | 114% |
| Returns for 1 year | 15.43 | 15.10 | 102% |
| Returns for 3 years | -0.41 | -0.12 | 333% |
| Returns for 5 years | 16.16 | 23.69 | 68% |
| Returns for 10 years | 39.33 | 32.17 | 122% |
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