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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$14.68
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Victory Growth and Tax Strategy
Price$27.81
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets829.57M
HBLRX vs USBLX Comparison Chart
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HBLRX vs. USBLX commentary
Jun 16, 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 Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. USBLX (830M). HBLRX pays higher dividends than USBLX: HBLRX (2.96) vs USBLX (1.79). HBLRX was incepted earlier than USBLX: HBLRX (15 years) vs USBLX (36 years). HBLRX (1.28) is less costly to investors than USBLX (0.51). 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 : 4.99 vs. HBLRX (4.07). USBLX return over 5 years is better than : 45.52 vs. HBLRX (14.18).
| HBLRX | USBLX | HBLRX / USBLX | |
| Total Expense Ratio | 1.28 | 0.51 | 251% |
| Annual Report Gross Expense Ratio | 1.28 | 0.51 | 251% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 3.742 | 0.307 | 1,218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 2.96 | 1.79 | 165% |
| Returns for 1 year | 4.07 | 4.99 | 82% |
| Returns for 3 years | 14.55 | 34.23 | 43% |
| Returns for 5 years | 14.18 | 45.52 | 31% |
| Returns for 10 years | 32.82 | 81.20 | 40% |
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