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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy
Price$30.06
Change-$0.23 (-0.76%)
VolumeN/A
Net Assets892.62M
HBLTX vs USBLX Comparison Chart in %
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HBLTX vs. USBLX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. USBLX (893M). HBLTX pays higher dividends than USBLX: HBLTX (3.47) vs USBLX (1.76). 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 : 9.03 vs. HBLTX (3.96). USBLX return over 5 years is better than : 45.19 vs. HBLTX (15.55).
| 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 | 9.839 | 10.477 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.7B | 893M | 1,310% |
| Annual Yield % from dividends | 3.47 | 1.76 | 197% |
| Returns for 1 year | 3.96 | 9.03 | 44% |
| Returns for 3 years | 19.36 | 45.44 | 43% |
| Returns for 5 years | 15.55 | 45.19 | 34% |
| Returns for 10 years | 50.02 | 103.06 | 49% |
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