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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
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.
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).
| HBLFX | USBLX | HBLFX / USBLX | |
| Total Expense Ratio | 0.56 | 0.50 | 112% |
| Annual Report Gross Expense Ratio | 0.56 | 0.50 | 112% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 6.715 | 3.314 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.66 | 1.82 | 201% |
| Returns for 1 year | 5.44 | 8.14 | 67% |
| Returns for 3 years | 15.69 | 32.66 | 48% |
| Returns for 5 years | 16.90 | 44.14 | 38% |
| Returns for 10 years | N/A | 87.60 | - |
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