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HBLIX vs USBLX
HBLIX vs USBLX Comparison
Open Charts HBLIX vs USBLX
Hartford Balanced Income I
Price$14.76
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy
Price$30.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets896.02M
HBLIX vs USBLX Comparison Chart in %
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HBLIX vs. USBLX commentary
Dec 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 HBLIX is a StrongBuy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. USBLX (896M). HBLIX pays higher dividends than USBLX: HBLIX (3.45) 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 : 9.15 vs. HBLIX (6.62). USBLX return over 5 years is better than : 41.23 vs. HBLIX (11.14).
| 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 | 6.953 | 10.331 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.7B | 896M | 1,306% |
| Annual Yield % from dividends | 3.45 | 1.76 | 196% |
| Returns for 1 year | 6.62 | 9.15 | 72% |
| Returns for 3 years | 18.52 | 45.22 | 41% |
| Returns for 5 years | 11.14 | 41.23 | 27% |
| Returns for 10 years | 48.12 | 99.42 | 48% |
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