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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy
Price$30.35
Change+$0.56 (+1.88%)
VolumeN/A
Net Assets892.81M
HBLTX vs USBLX Comparison Chart in %
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HBLTX vs. USBLX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. USBLX (893M). HBLTX pays higher dividends than USBLX: HBLTX (3.38) vs USBLX (1.94). 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: 90.00 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 : 9.90 vs. HBLTX (6.33). USBLX return over 5 years is better than : 38.51 vs. HBLTX (12.36).
| 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 | 2.115 | 0.898 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.6B | 893M | 1,299% |
| Annual Yield % from dividends | 3.38 | 1.94 | 174% |
| Returns for 1 year | 6.33 | 9.90 | 64% |
| Returns for 3 years | 16.44 | 38.41 | 43% |
| Returns for 5 years | 12.36 | 38.51 | 32% |
| Returns for 10 years | 55.14 | 108.45 | 51% |
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