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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy
Price$28.43
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets850.75M
HBLFX vs USBLX Comparison Chart in %
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HBLFX vs. USBLX commentary
Jul 07, 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 HBLFX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. USBLX (851M). HBLFX pays higher dividends than USBLX: HBLFX (3.66) vs USBLX (1.82). HBLFX was incepted earlier than USBLX: HBLFX (8 years) vs USBLX (37 years). HBLFX (0.56) is less costly to investors than USBLX (0.51). HBLFX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). USBLX has a lower initial minimum investment than HBLFX: USBLX (3000) vs HBLFX (1000000). HBLFX (7.06) and USBLX (6.99) have marching annual gain over last year. USBLX return over 5 years is better than : 47.20 vs. HBLFX (19.90).
| HBLFX | USBLX | HBLFX / USBLX | |
| Total Expense Ratio | 0.56 | 0.51 | 110% |
| Annual Report Gross Expense Ratio | 0.56 | 0.51 | 110% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 6.356 | 3.133 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.66 | 1.82 | 201% |
| Returns for 1 year | 7.06 | 6.99 | 101% |
| Returns for 3 years | 17.35 | 35.27 | 49% |
| Returns for 5 years | 19.90 | 47.20 | 42% |
| Returns for 10 years | N/A | 88.90 | - |
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