HBLRX
Price
$15.15
Change
+$0.02 (+0.13%)
Updated
Sep 5 closing price
Net Assets
11.94B
USBLX
Price
$29.13
Change
+$0.07 (+0.24%)
Updated
Sep 5 closing price
Net Assets
862.07M
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HBLRX vs USBLX

Header iconHBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLXBanner chart's image
Hartford Balanced Income R3
Price$15.15
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy
Price$29.13
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets862.07M
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Sep 06, 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 StrongBuy and USBLX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. USBLX (862M). HBLRX pays higher dividends than USBLX: HBLRX (2.88) vs USBLX (1.79). 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 : 8.52 vs. HBLRX (3.04). USBLX return over 5 years is better than : 42.31 vs. HBLRX (14.20).
HBLRXUSBLXHBLRX / USBLX
Total Expense Ratio1.280.50256%
Annual Report Gross Expense Ratio1.280.50256%
Fund Existence15 years37 years-
Gain YTD7.7235.418143%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/A3000-
Net Assets11.9B862M1,381%
Annual Yield % from dividends2.881.79161%
Returns for 1 year3.048.5236%
Returns for 3 years17.2037.1046%
Returns for 5 years14.2042.3134%
Returns for 10 years42.9197.8144%
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