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HBLCX vs USBLX
HBLCX vs USBLX Comparison
Open Charts HBLCX vs USBLX
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.82B
Victory Growth and Tax Strategy
Price$29.49
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets871.61M
HBLCX vs USBLX Comparison Chart in %
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HBLCX vs. USBLX commentary
Sep 27, 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 HBLCX is a StrongBuy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. USBLX (872M). HBLCX pays higher dividends than USBLX: HBLCX (2.58) vs USBLX (1.79). HBLCX was incepted earlier than USBLX: HBLCX (19 years) vs USBLX (37 years). HBLCX (1.64) is less costly to investors than USBLX (0.50). HBLCX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLCX has a lower initial minimum investment than USBLX: HBLCX (2000) vs USBLX (3000). USBLX IRA initial investment is lower compared to HBLCX: USBLX (3000) vs HBLCX (2000). USBLX annual gain was more profitable for investors over the last year : 8.02 vs. HBLCX (1.07). USBLX return over 5 years is better than : 47.64 vs. HBLCX (13.82).
| HBLCX | USBLX | HBLCX / USBLX | |
| Total Expense Ratio | 1.64 | 0.50 | 328% |
| Annual Report Gross Expense Ratio | 1.64 | 0.50 | 328% |
| Fund Existence | 19 years | 37 years | - |
| Gain YTD | 7.503 | 7.559 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | 3000 | 67% |
| Net Assets | 11.8B | 872M | 1,353% |
| Annual Yield % from dividends | 2.58 | 1.79 | 144% |
| Returns for 1 year | 1.07 | 8.02 | 13% |
| Returns for 3 years | 22.12 | 48.15 | 46% |
| Returns for 5 years | 13.82 | 47.64 | 29% |
| Returns for 10 years | 39.90 | 104.26 | 38% |
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