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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
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.
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).
| HBLTX | USBLX | HBLTX / USBLX | |
| Total Expense Ratio | 0.66 | 0.51 | 129% |
| Annual Report Gross Expense Ratio | 0.66 | 0.51 | 129% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 6.253 | 3.133 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.54 | 1.82 | 194% |
| Returns for 1 year | 6.97 | 6.99 | 100% |
| Returns for 3 years | 17.02 | 35.27 | 48% |
| Returns for 5 years | 19.41 | 47.20 | 41% |
| Returns for 10 years | 44.20 | 88.90 | 50% |
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