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HBLVX vs IBBFX
HBLVX vs IBBFX Comparison
Open Charts HBLVX vs IBBFX
Hartford Balanced Income R6
Price$15.26
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
HBLVX vs IBBFX Comparison Chart
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HBLVX 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 HBLVX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.4B vs. IBBFX (420M). HBLVX pays higher dividends than IBBFX: HBLVX (3.62) vs IBBFX (3.11). HBLVX was incepted earlier than IBBFX: HBLVX (10 years) vs IBBFX (27 years). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLVX (57.00). HBLVX has a lower initial minimum investment than IBBFX: HBLVX (0) vs IBBFX (2000). HBLVX (15.66) and IBBFX (15.10) have marching annual gain over last year. IBBFX return over 5 years is better than : 23.69 vs. HBLVX (16.88).
| HBLVX | IBBFX | HBLVX / IBBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 8.147 | 8.724 | 93% |
| 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 | 3.62 | 3.11 | 116% |
| Returns for 1 year | 15.66 | 15.10 | 104% |
| Returns for 3 years | 0.03 | -0.12 | -21% |
| Returns for 5 years | 16.88 | 23.69 | 71% |
| Returns for 10 years | 40.71 | 32.17 | 127% |
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