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HBLSX vs USBLX
HBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLX
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.
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).
| HBLSX | USBLX | HBLSX / USBLX | |
| Total Expense Ratio | 0.96 | 0.50 | 192% |
| Annual Report Gross Expense Ratio | 0.96 | 0.50 | 192% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 6.452 | 3.314 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.24 | 1.82 | 178% |
| Returns for 1 year | 4.97 | 8.14 | 61% |
| Returns for 3 years | 14.34 | 32.66 | 44% |
| Returns for 5 years | 14.73 | 44.14 | 33% |
| Returns for 10 years | 41.17 | 87.60 | 47% |
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