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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
Victory Growth and Tax Strategy
Price$30.25
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
HBLFX vs USBLX Comparison Chart in %
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HBLFX vs. USBLX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. USBLX (893M). HBLFX pays higher dividends than USBLX: HBLFX (3.53) vs USBLX (1.76). 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 : 7.31 vs. HBLFX (2.94). USBLX return over 5 years is better than : 42.19 vs. HBLFX (14.32).
| 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 | 10.216 | 10.075 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 893M | 1,321% |
| Annual Yield % from dividends | 3.53 | 1.76 | 201% |
| Returns for 1 year | 2.94 | 7.31 | 40% |
| Returns for 3 years | 15.87 | 40.61 | 39% |
| Returns for 5 years | 14.32 | 42.19 | 34% |
| Returns for 10 years | N/A | 98.16 | - |
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