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HBLVX vs IBBFX
HBLVX vs IBBFX Comparison
Open Charts HBLVX vs IBBFX
Hartford Balanced Income R6
Price$14.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
Thrivent Dynamic Allocation S
Price$13.72
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets408.07M
HBLVX vs IBBFX Comparison Chart
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HBLVX vs. IBBFX commentary
May 10, 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 HBLVX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. IBBFX (408M). HBLVX pays higher dividends than IBBFX: HBLVX (3.68) vs IBBFX (3.11). HBLVX was incepted earlier than IBBFX: HBLVX (11 years) vs IBBFX (27 years). IBBFX (0.77) is less costly to investors than HBLVX (0.56). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than IBBFX: HBLVX (0) vs IBBFX (2000). IBBFX annual gain was more profitable for investors over the last year : 4.46 vs. HBLVX (2.66). IBBFX return over 5 years is better than : 34.01 vs. HBLVX (19.99).
| HBLVX | IBBFX | HBLVX / IBBFX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 1.650 | 0.878 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 408M | 2,843% |
| Annual Yield % from dividends | 3.68 | 3.11 | 118% |
| Returns for 1 year | 2.66 | 4.46 | 60% |
| Returns for 3 years | 10.05 | 17.22 | 58% |
| Returns for 5 years | 19.99 | 34.01 | 59% |
| Returns for 10 years | 36.58 | 32.45 | 113% |
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