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HBLCX vs USBLX
HBLCX vs USBLX Comparison
Open Charts HBLCX vs USBLX
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy
Price$28.85
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets860.5M
HBLCX vs USBLX Comparison Chart in %
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HBLCX vs. USBLX commentary
Aug 17, 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 (861M). HBLCX pays higher dividends than USBLX: HBLCX (2.64) vs USBLX (1.81). 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 : 8.48 vs. HBLCX (3.63). USBLX return over 5 years is better than : 42.20 vs. HBLCX (10.72).
| 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 | 6.604 | 4.874 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | 3000 | 67% |
| Net Assets | 11.9B | 861M | 1,382% |
| Annual Yield % from dividends | 2.64 | 1.81 | 146% |
| Returns for 1 year | 3.63 | 8.48 | 43% |
| Returns for 3 years | 8.59 | 28.49 | 30% |
| Returns for 5 years | 10.72 | 42.20 | 25% |
| Returns for 10 years | 32.15 | 89.45 | 36% |
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