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HBLIX vs IBBFX
HBLIX vs IBBFX Comparison
Open Charts HBLIX vs IBBFX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Thrivent Dynamic Allocation S
Price$14.89
Change-$0.12 (-0.80%)
VolumeN/A
Net Assets440.4M
HBLIX vs IBBFX Comparison Chart in %
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HBLIX vs. IBBFX commentary
Nov 14, 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 HBLIX is a Buy and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. IBBFX (440M). HBLIX pays higher dividends than IBBFX: HBLIX (3.51) vs IBBFX (2.88). HBLIX was incepted earlier than IBBFX: HBLIX (16 years) vs IBBFX (28 years). IBBFX (0.77) is less costly to investors than HBLIX (0.65). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLIX (61.00). HBLIX (2000) and IBBFX (2000) have matching initial minimum investment requirements. IBBFX annual gain was more profitable for investors over the last year : 8.88 vs. HBLIX (3.94). IBBFX return over 5 years is better than : 27.77 vs. HBLIX (15.56).
| HBLIX | IBBFX | HBLIX / IBBFX | |
| Total Expense Ratio | 0.65 | 0.75 | 87% |
| Annual Report Gross Expense Ratio | 0.65 | 0.77 | 84% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 9.852 | 11.940 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 440M | 2,659% |
| Annual Yield % from dividends | 3.51 | 2.88 | 122% |
| Returns for 1 year | 3.94 | 8.88 | 44% |
| Returns for 3 years | 19.42 | 32.89 | 59% |
| Returns for 5 years | 15.56 | 27.77 | 56% |
| Returns for 10 years | 50.09 | 51.62 | 97% |
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