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HBLTX vs IBBFX
HBLTX vs IBBFX Comparison
Open Charts HBLTX vs IBBFX
Hartford Balanced Income R5
Price$15.30
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.69B
Thrivent Dynamic Allocation S
Price$15.00
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets443.33M
HBLTX vs IBBFX Comparison Chart in %
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HBLTX vs. IBBFX commentary
Dec 04, 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 Hold and IBBFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. IBBFX (443M). HBLTX pays higher dividends than IBBFX: HBLTX (3.41) vs IBBFX (2.86). HBLTX was incepted earlier than IBBFX: HBLTX (16 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 : 7.16 vs. HBLTX (2.95). IBBFX return over 5 years is better than : 24.55 vs. HBLTX (13.86).
| HBLTX | IBBFX | HBLTX / IBBFX | |
| Total Expense Ratio | 0.66 | 0.75 | 88% |
| Annual Report Gross Expense Ratio | 0.66 | 0.77 | 86% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 10.126 | 11.642 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 443M | 2,641% |
| Annual Yield % from dividends | 3.41 | 2.86 | 119% |
| Returns for 1 year | 2.95 | 7.16 | 41% |
| Returns for 3 years | 15.63 | 29.92 | 52% |
| Returns for 5 years | 13.86 | 24.55 | 56% |
| Returns for 10 years | 48.40 | 49.67 | 97% |
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