HBLFX
Price
$14.85
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
USBLX
Price
$28.48
Change
+$0.07 (+0.25%)
Updated
Jul 25 closing price
Net Assets
849.3M
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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$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy
Price$28.48
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLFX vs USBLX Comparison Chart in %
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HBLFX vs. USBLX commentary
Jul 27, 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: 11.9B vs. USBLX (849M). 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 (0.50). 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 : 8.14 vs. HBLFX (5.44). USBLX return over 5 years is better than : 44.14 vs. HBLFX (16.90).
HBLFXUSBLXHBLFX / USBLX
Total Expense Ratio0.560.50112%
Annual Report Gross Expense Ratio0.560.50112%
Fund Existence8 years37 years-
Gain YTD6.7153.314203%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/A3000-
Net Assets11.9B849M1,402%
Annual Yield % from dividends3.661.82201%
Returns for 1 year5.448.1467%
Returns for 3 years15.6932.6648%
Returns for 5 years16.9044.1438%
Returns for 10 yearsN/A87.60-
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