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HBLTX vs IBBFX
HBLTX vs IBBFX Comparison
Open Charts HBLTX vs IBBFX
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
Thrivent Balanced Income Plus S
Price$13.84
Change-$0.21 (-1.49%)
VolumeN/A
CapitalizationN/A
HBLTX vs IBBFX Comparison Chart
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HBLTX vs. IBBFX commentary
Dec 19, 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 Hold and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. IBBFX (421M). HBLTX pays higher dividends than IBBFX: HBLTX (3.54) vs IBBFX (3.11). HBLTX was incepted earlier than IBBFX: HBLTX (15 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). IBBFX (9.34) and HBLTX (9.10) have marching annual gain over last year. IBBFX return over 5 years is better than : 20.54 vs. HBLTX (15.08).
| HBLTX | IBBFX | HBLTX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 7.912 | 8.185 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 421M | 2,803% |
| Annual Yield % from dividends | 3.54 | 3.11 | 114% |
| Returns for 1 year | 9.10 | 9.34 | 97% |
| Returns for 3 years | 4.50 | 6.49 | 69% |
| Returns for 5 years | 15.08 | 20.54 | 73% |
| Returns for 10 years | 40.97 | 37.85 | 108% |
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