HBLTX
Price
$14.43
Change
-$0.16 (-1.10%)
Updated
May 21 closing price
Net Assets
11.77B
IBBFX
Price
$13.83
Change
-$0.13 (-0.93%)
Updated
May 21 closing price
Net Assets
414.09M
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HBLTX vs IBBFX

Header iconHBLTX vs IBBFX Comparison
Open Charts HBLTX vs IBBFXBanner chart's image
Hartford Balanced Income R5
Price$14.43
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
Thrivent Dynamic Allocation S
Price$13.83
Change-$0.13 (-0.93%)
VolumeN/A
Net Assets414.09M
HBLTX vs IBBFX Comparison Chart
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HBLTX vs. IBBFX commentary
May 22, 2025

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.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. IBBFX (414M). HBLTX pays higher dividends than IBBFX: HBLTX (3.60) vs IBBFX (3.11). HBLTX was incepted earlier than IBBFX: HBLTX (15 years) vs IBBFX (27 years). IBBFX (0.77) is less costly to investors than HBLTX (0.66). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than IBBFX: HBLTX (0) vs IBBFX (2000). IBBFX annual gain was more profitable for investors over the last year : 4.30 vs. HBLTX (3.08). IBBFX return over 5 years is better than : 33.47 vs. HBLTX (19.51).
HBLTXIBBFXHBLTX / IBBFX
Total Expense Ratio0.660.7588%
Annual Report Gross Expense Ratio0.660.7786%
Fund Existence15 years27 years-
Gain YTD3.1201.687185%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B414M2,850%
Annual Yield % from dividends3.603.11116%
Returns for 1 year3.084.3072%
Returns for 3 years11.3918.6261%
Returns for 5 years19.5133.4758%
Returns for 10 years36.5332.50112%
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