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HBLTX vs IBBFX
HBLTX vs IBBFX Comparison
Open Charts HBLTX vs IBBFX
Hartford Balanced Income R5
Price$14.84
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets11.81B
Thrivent Dynamic Allocation S
Price$14.22
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets417.96M
HBLTX vs IBBFX Comparison Chart in %
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HBLTX vs. IBBFX commentary
Jun 25, 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 StrongBuy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. IBBFX (418M). HBLTX pays higher dividends than IBBFX: HBLTX (3.56) vs IBBFX (3.05). HBLTX was incepted earlier than IBBFX: HBLTX (15 years) vs IBBFX (28 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 : 6.38 vs. HBLTX (4.49). IBBFX return over 5 years is better than : 31.95 vs. HBLTX (17.97).
| HBLTX | IBBFX | HBLTX / IBBFX | |
| Total Expense Ratio | 0.66 | 0.75 | 88% |
| Annual Report Gross Expense Ratio | 0.66 | 0.77 | 86% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 4.463 | 4.554 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 418M | 2,823% |
| Annual Yield % from dividends | 3.56 | 3.05 | 117% |
| Returns for 1 year | 4.49 | 6.38 | 70% |
| Returns for 3 years | 15.05 | 24.20 | 62% |
| Returns for 5 years | 17.97 | 31.95 | 56% |
| Returns for 10 years | 40.56 | 37.59 | 108% |
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