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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
Hartford Balanced Income F
Price$15.05
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy
Price$29.77
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets879.25M
HBLFX vs USBLX Comparison Chart in %
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HBLFX vs. USBLX commentary
Oct 18, 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 Hold and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. USBLX (879M). HBLFX pays higher dividends than USBLX: HBLFX (3.59) vs USBLX (1.80). HBLFX was incepted earlier than USBLX: HBLFX (9 years) vs USBLX (37 years). HBLFX (0.56) is less costly to investors than USBLX (0.50). 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). USBLX annual gain was more profitable for investors over the last year : 8.07 vs. HBLFX (2.53). USBLX return over 5 years is better than : 45.41 vs. HBLFX (17.79).
| HBLFX | USBLX | HBLFX / USBLX | |
| Total Expense Ratio | 0.56 | 0.50 | 112% |
| Annual Report Gross Expense Ratio | 0.56 | 0.50 | 112% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 9.128 | 8.580 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 3.59 | 1.80 | 200% |
| Returns for 1 year | 2.53 | 8.07 | 31% |
| Returns for 3 years | 25.38 | 47.47 | 53% |
| Returns for 5 years | 17.79 | 45.41 | 39% |
| Returns for 10 years | N/A | 99.35 | - |
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