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HBLSX vs USBLX
HBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLX
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy
Price$28.43
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets850.75M
HBLSX vs USBLX Comparison Chart in %
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HBLSX vs. USBLX commentary
Jul 07, 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 HBLSX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. USBLX (851M). HBLSX pays higher dividends than USBLX: HBLSX (3.24) vs USBLX (1.82). HBLSX was incepted earlier than USBLX: HBLSX (15 years) vs USBLX (37 years). HBLSX (0.96) is less costly to investors than USBLX (0.51). HBLSX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLSX has a lower initial minimum investment than USBLX: HBLSX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 6.99 vs. HBLSX (6.57). USBLX return over 5 years is better than : 47.20 vs. HBLSX (17.66).
| HBLSX | USBLX | HBLSX / USBLX | |
| Total Expense Ratio | 0.96 | 0.51 | 188% |
| Annual Report Gross Expense Ratio | 0.96 | 0.51 | 188% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 6.096 | 3.133 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.24 | 1.82 | 178% |
| Returns for 1 year | 6.57 | 6.99 | 94% |
| Returns for 3 years | 15.97 | 35.27 | 45% |
| Returns for 5 years | 17.66 | 47.20 | 37% |
| Returns for 10 years | 40.59 | 88.90 | 46% |
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