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HBLCX vs USBLX
HBLCX vs USBLX Comparison
Open Charts HBLCX vs USBLX
Hartford Balanced Income C
Price$14.75
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy
Price$29.13
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets862.07M
HBLCX vs USBLX Comparison Chart in %
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HBLCX vs. USBLX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. USBLX (862M). 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 : 8.52 vs. HBLCX (2.50). USBLX return over 5 years is better than : 42.31 vs. HBLCX (11.86).
| 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 | 7.405 | 5.418 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | 3000 | 67% |
| Net Assets | 11.9B | 862M | 1,381% |
| Annual Yield % from dividends | 2.58 | 1.79 | 144% |
| Returns for 1 year | 2.50 | 8.52 | 29% |
| Returns for 3 years | 15.65 | 37.10 | 42% |
| Returns for 5 years | 11.86 | 42.31 | 28% |
| Returns for 10 years | 37.40 | 97.81 | 38% |
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