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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$15.06
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy
Price$29.49
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets871.61M
HBLTX vs USBLX Comparison Chart in %
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HBLTX vs. USBLX commentary
Sep 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 HBLTX is a StrongBuy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. USBLX (872M). HBLTX pays higher dividends than USBLX: HBLTX (3.46) vs USBLX (1.79). HBLTX was incepted earlier than USBLX: HBLTX (15 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 : 8.02 vs. HBLTX (2.19). USBLX return over 5 years is better than : 47.64 vs. HBLTX (19.60).
| HBLTX | USBLX | HBLTX / USBLX | |
| Total Expense Ratio | 0.66 | 0.50 | 132% |
| Annual Report Gross Expense Ratio | 0.66 | 0.50 | 132% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 8.328 | 7.559 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 872M | 1,353% |
| Annual Yield % from dividends | 3.46 | 1.79 | 194% |
| Returns for 1 year | 2.19 | 8.02 | 27% |
| Returns for 3 years | 26.05 | 48.15 | 54% |
| Returns for 5 years | 19.60 | 47.64 | 41% |
| Returns for 10 years | 53.39 | 104.26 | 51% |
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