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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
Victory Growth and Tax Strategy
Price$30.25
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
HBLTX vs USBLX Comparison Chart in %
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HBLTX vs. USBLX commentary
Dec 04, 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 HBLTX is a Hold and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. USBLX (893M). HBLTX pays higher dividends than USBLX: HBLTX (3.41) vs USBLX (1.76). HBLTX was incepted earlier than USBLX: HBLTX (16 years) vs USBLX (37 years). HBLTX (0.66) is less costly to investors than USBLX (0.50). HBLTX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLTX has a lower initial minimum investment than USBLX: HBLTX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 7.31 vs. HBLTX (2.95). USBLX return over 5 years is better than : 42.19 vs. HBLTX (13.86).
| HBLTX | USBLX | HBLTX / USBLX | |
| Total Expense Ratio | 0.66 | 0.50 | 132% |
| Annual Report Gross Expense Ratio | 0.66 | 0.50 | 132% |
| Fund Existence | 16 years | 37 years | - |
| Gain YTD | 10.126 | 10.075 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 893M | 1,321% |
| Annual Yield % from dividends | 3.41 | 1.76 | 194% |
| Returns for 1 year | 2.95 | 7.31 | 40% |
| Returns for 3 years | 15.63 | 40.61 | 38% |
| Returns for 5 years | 13.86 | 42.19 | 33% |
| Returns for 10 years | 48.40 | 98.16 | 49% |
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