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HBLYX vs IBBFX
HBLYX vs IBBFX Comparison
Open Charts HBLYX vs IBBFX
Hartford Balanced Income Y
Price$14.99
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
Thrivent Dynamic Allocation S
Price$14.53
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets446.74M
HBLYX vs IBBFX Comparison Chart in %
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HBLYX vs. IBBFX commentary
Dec 26, 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 HBLYX is a StrongBuy and IBBFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. IBBFX (447M). HBLYX pays higher dividends than IBBFX: HBLYX (3.38) vs IBBFX (2.86). HBLYX was incepted earlier than IBBFX: HBLYX (19 years) vs IBBFX (28 years). IBBFX (0.77) is less costly to investors than HBLYX (0.67). IBBFX is a more actively managed with annual turnover of: 77.00 vs. HBLYX (61.00). IBBFX has a lower initial minimum investment than HBLYX: IBBFX (2000) vs HBLYX (250000). IBBFX annual gain was more profitable for investors over the last year : 7.59 vs. HBLYX (6.71). IBBFX return over 5 years is better than : 19.33 vs. HBLYX (11.17).
| HBLYX | IBBFX | HBLYX / IBBFX | |
| Total Expense Ratio | 0.67 | 0.75 | 89% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 6.978 | 8.361 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 447M | 2,617% |
| Annual Yield % from dividends | 3.38 | 2.86 | 118% |
| Returns for 1 year | 6.71 | 7.59 | 88% |
| Returns for 3 years | 18.12 | 29.16 | 62% |
| Returns for 5 years | 11.17 | 19.33 | 58% |
| Returns for 10 years | 48.23 | 54.91 | 88% |
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