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HBLIX vs IBBFX
HBLIX vs IBBFX Comparison
Open Charts HBLIX vs IBBFX
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Thrivent Dynamic Allocation S
Price$14.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets440.13M
HBLIX vs IBBFX Comparison Chart in %
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HBLIX vs. IBBFX commentary
Oct 18, 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 Hold and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. IBBFX (440M). HBLIX pays higher dividends than IBBFX: HBLIX (3.51) vs IBBFX (2.91). 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 : 7.28 vs. HBLIX (2.44). IBBFX return over 5 years is better than : 30.14 vs. HBLIX (17.32).
| 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 | 8.982 | 10.523 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 440M | 2,682% |
| Annual Yield % from dividends | 3.51 | 2.91 | 120% |
| Returns for 1 year | 2.44 | 7.28 | 33% |
| Returns for 3 years | 25.08 | 36.37 | 69% |
| Returns for 5 years | 17.32 | 30.14 | 57% |
| Returns for 10 years | 48.34 | 48.28 | 100% |
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