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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$14.83
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
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. USBLX (896M). HBLRX pays higher dividends than USBLX: HBLRX (2.85) vs USBLX (1.76). HBLRX was incepted earlier than USBLX: HBLRX (16 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 : 9.15 vs. HBLRX (5.98). USBLX return over 5 years is better than : 41.23 vs. HBLRX (7.97).
| HBLRX | USBLX | HBLRX / USBLX | |
| Total Expense Ratio | 1.28 | 0.50 | 256% |
| Annual Report Gross Expense Ratio | 1.28 | 0.50 | 256% |
| Fund Existence | 16 years | 37 years | - |
| Gain YTD | 6.346 | 10.331 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.7B | 896M | 1,306% |
| Annual Yield % from dividends | 2.85 | 1.76 | 162% |
| Returns for 1 year | 5.98 | 9.15 | 65% |
| Returns for 3 years | 16.48 | 45.22 | 36% |
| Returns for 5 years | 7.97 | 41.23 | 19% |
| Returns for 10 years | 40.60 | 99.42 | 41% |
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