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HBLYX vs IBBFX
HBLYX vs IBBFX Comparison
Open Charts HBLYX vs IBBFX
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Thrivent Dynamic Allocation S
Price$14.55
Change-$0.26 (-1.76%)
VolumeN/A
Net Assets450.89M
HBLYX vs IBBFX Comparison Chart in %
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HBLYX vs. IBBFX commentary
Feb 04, 2026
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: 11.6B vs. IBBFX (451M). HBLYX pays higher dividends than IBBFX: HBLYX (3.36) vs IBBFX (2.93). HBLYX was incepted earlier than IBBFX: HBLYX (20 years) vs IBBFX (28 years). IBBFX (0.77) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. IBBFX (78.00). 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 : 7.98 vs. HBLYX (6.41). IBBFX return over 5 years is better than : 18.01 vs. HBLYX (12.44).
| HBLYX | IBBFX | HBLYX / IBBFX | |
| Total Expense Ratio | 0.67 | 0.75 | 89% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 2.096 | 1.606 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 451M | 2,572% |
| Annual Yield % from dividends | 3.36 | 2.93 | 115% |
| Returns for 1 year | 6.41 | 7.98 | 80% |
| Returns for 3 years | 16.50 | 24.07 | 69% |
| Returns for 5 years | 12.44 | 18.01 | 69% |
| Returns for 10 years | 55.68 | 64.24 | 87% |
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