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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$14.83
Change-$0.09 (-0.60%)
VolumeN/A
Net Assets11.79B
Victory Growth and Tax Strategy
Price$27.81
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets829.57M
HBLVX vs USBLX Comparison Chart
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HBLVX vs. USBLX commentary
Jun 16, 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 HBLVX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. USBLX (830M). HBLVX pays higher dividends than USBLX: HBLVX (3.63) vs USBLX (1.79). HBLVX was incepted earlier than USBLX: HBLVX (11 years) vs USBLX (36 years). HBLVX (0.56) is less costly to investors than USBLX (0.51). HBLVX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLVX has a lower initial minimum investment than USBLX: HBLVX (0) vs USBLX (3000). USBLX (4.99) and HBLVX (4.85) have marching annual gain over last year. USBLX return over 5 years is better than : 45.52 vs. HBLVX (18.00).
| HBLVX | USBLX | HBLVX / USBLX | |
| Total Expense Ratio | 0.56 | 0.51 | 110% |
| Annual Report Gross Expense Ratio | 0.56 | 0.51 | 110% |
| Fund Existence | 11 years | 36 years | - |
| Gain YTD | 4.035 | 0.307 | 1,313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 3.63 | 1.79 | 202% |
| Returns for 1 year | 4.85 | 4.99 | 97% |
| Returns for 3 years | 17.02 | 34.23 | 50% |
| Returns for 5 years | 18.00 | 45.52 | 40% |
| Returns for 10 years | 40.91 | 81.20 | 50% |
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