HBLTX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
USBLX
Price
$28.43
Change
+$0.10 (+0.35%)
Updated
Jul 3 closing price
Net Assets
850.75M
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HBLTX vs USBLX

Header iconHBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLXBanner chart's image
Hartford Balanced Income R5
Price$14.90
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
HBLTX vs USBLX Comparison Chart in %
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HBLTX 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 HBLTX is a Buy and USBLX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. USBLX (851M). HBLTX pays higher dividends than USBLX: HBLTX (3.54) vs USBLX (1.82). HBLTX was incepted earlier than USBLX: HBLTX (15 years) vs USBLX (37 years). HBLTX (0.66) is less costly to investors than USBLX (0.51). 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 (6.99) and HBLTX (6.97) have marching annual gain over last year. USBLX return over 5 years is better than : 47.20 vs. HBLTX (19.41).
HBLTXUSBLXHBLTX / USBLX
Total Expense Ratio0.660.51129%
Annual Report Gross Expense Ratio0.660.51129%
Fund Existence15 years37 years-
Gain YTD6.2533.133200%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/A3000-
Net Assets12B851M1,410%
Annual Yield % from dividends3.541.82194%
Returns for 1 year6.976.99100%
Returns for 3 years17.0235.2748%
Returns for 5 years19.4147.2041%
Returns for 10 years44.2088.9050%
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