HBLSX
Price
$14.93
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
USBLX
Price
$28.48
Change
+$0.07 (+0.25%)
Updated
Jul 25 closing price
Net Assets
849.3M
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HBLSX vs USBLX

Header iconHBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLXBanner chart's image
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy
Price$28.48
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLSX vs USBLX Comparison Chart in %
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HBLSX vs. USBLX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. USBLX (849M). 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 (0.50). 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 : 8.14 vs. HBLSX (4.97). USBLX return over 5 years is better than : 44.14 vs. HBLSX (14.73).
HBLSXUSBLXHBLSX / USBLX
Total Expense Ratio0.960.50192%
Annual Report Gross Expense Ratio0.960.50192%
Fund Existence15 years37 years-
Gain YTD6.4523.314195%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/A3000-
Net Assets11.9B849M1,402%
Annual Yield % from dividends3.241.82178%
Returns for 1 year4.978.1461%
Returns for 3 years14.3432.6644%
Returns for 5 years14.7344.1433%
Returns for 10 years41.1787.6047%
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