HBLFX
Price
$14.80
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
USBLX
Price
$28.43
Change
+$0.10 (+0.35%)
Updated
Jul 3 closing price
Net Assets
850.75M
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HBLFX vs USBLX

Header iconHBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLXBanner chart's image
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.

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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).
HBLFXUSBLXHBLFX / USBLX
Total Expense Ratio0.560.51110%
Annual Report Gross Expense Ratio0.560.51110%
Fund Existence8 years37 years-
Gain YTD6.3563.133203%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/A3000-
Net Assets12B851M1,410%
Annual Yield % from dividends3.661.82201%
Returns for 1 year7.066.99101%
Returns for 3 years17.3535.2749%
Returns for 5 years19.9047.2042%
Returns for 10 yearsN/A88.90-
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