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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
Victory Growth and Tax Strategy
Price$28.85
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets860.5M
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. USBLX (861M). HBLRX pays higher dividends than USBLX: HBLRX (2.94) vs USBLX (1.81). 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 : 8.48 vs. HBLRX (4.07). USBLX return over 5 years is better than : 42.20 vs. HBLRX (13.07).
| 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 | 6.869 | 4.874 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 861M | 1,394% |
| Annual Yield % from dividends | 2.94 | 1.81 | 163% |
| Returns for 1 year | 4.07 | 8.48 | 48% |
| Returns for 3 years | 9.98 | 28.49 | 35% |
| Returns for 5 years | 13.07 | 42.20 | 31% |
| Returns for 10 years | 37.46 | 89.45 | 42% |
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