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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
Hartford Balanced Income F
Price$14.62
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Victory Growth and Tax Strategy
Price$27.81
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets829.57M
HBLFX vs USBLX Comparison Chart
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HBLFX vs. USBLX commentary
Jun 16, 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: 11.8B vs. USBLX (830M). HBLFX pays higher dividends than USBLX: HBLFX (3.68) vs USBLX (1.79). HBLFX was incepted earlier than USBLX: HBLFX (8 years) vs USBLX (36 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). USBLX (4.99) and HBLFX (4.78) have marching annual gain over last year. USBLX return over 5 years is better than : 45.52 vs. HBLFX (17.86).
| HBLFX | USBLX | HBLFX / USBLX | |
| Total Expense Ratio | 0.56 | 0.51 | 110% |
| Annual Report Gross Expense Ratio | 0.56 | 0.51 | 110% |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | 4.096 | 0.307 | 1,333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 3.68 | 1.79 | 205% |
| Returns for 1 year | 4.78 | 4.99 | 96% |
| Returns for 3 years | 16.94 | 34.23 | 49% |
| Returns for 5 years | 17.86 | 45.52 | 39% |
| Returns for 10 years | N/A | 81.20 | - |
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