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HBLIX vs USBLX
HBLIX vs USBLX Comparison
Open Charts HBLIX vs USBLX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy
Price$30.06
Change-$0.23 (-0.76%)
VolumeN/A
Net Assets892.62M
HBLIX vs USBLX Comparison Chart in %
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HBLIX vs. USBLX commentary
Nov 14, 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 HBLIX is a Buy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. USBLX (893M). HBLIX pays higher dividends than USBLX: HBLIX (3.51) vs USBLX (1.76). HBLIX was incepted earlier than USBLX: HBLIX (16 years) vs USBLX (37 years). HBLIX (0.65) is less costly to investors than USBLX (0.50). HBLIX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLIX has a lower initial minimum investment than USBLX: HBLIX (2000) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 9.03 vs. HBLIX (3.94). USBLX return over 5 years is better than : 45.19 vs. HBLIX (15.56).
| HBLIX | USBLX | HBLIX / USBLX | |
| Total Expense Ratio | 0.65 | 0.50 | 130% |
| Annual Report Gross Expense Ratio | 0.65 | 0.50 | 130% |
| Fund Existence | 16 years | 37 years | - |
| Gain YTD | 9.852 | 10.477 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.7B | 893M | 1,310% |
| Annual Yield % from dividends | 3.51 | 1.76 | 199% |
| Returns for 1 year | 3.94 | 9.03 | 44% |
| Returns for 3 years | 19.42 | 45.44 | 43% |
| Returns for 5 years | 15.56 | 45.19 | 34% |
| Returns for 10 years | 50.09 | 103.06 | 49% |
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