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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy
Price$29.77
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets879.25M
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Oct 18, 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 HBLRX is a Hold and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. USBLX (879M). HBLRX pays higher dividends than USBLX: HBLRX (2.89) vs USBLX (1.80). HBLRX was incepted earlier than USBLX: HBLRX (15 years) vs USBLX (37 years). HBLRX (1.28) is less costly to investors than USBLX (0.50). HBLRX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLRX has a lower initial minimum investment than USBLX: HBLRX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 8.07 vs. HBLRX (1.78). USBLX return over 5 years is better than : 45.41 vs. HBLRX (13.81).
| HBLRX | USBLX | HBLRX / USBLX | |
| Total Expense Ratio | 1.28 | 0.50 | 256% |
| Annual Report Gross Expense Ratio | 1.28 | 0.50 | 256% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 8.426 | 8.580 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 2.89 | 1.80 | 161% |
| Returns for 1 year | 1.78 | 8.07 | 22% |
| Returns for 3 years | 22.80 | 47.47 | 48% |
| Returns for 5 years | 13.81 | 45.41 | 30% |
| Returns for 10 years | 40.84 | 99.35 | 41% |
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