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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy
Price$28.48
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLVX vs USBLX Comparison Chart in %
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HBLVX vs. USBLX commentary
Jul 27, 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: 11.9B vs. USBLX (849M). HBLVX pays higher dividends than USBLX: HBLVX (3.61) vs USBLX (1.82). HBLVX was incepted earlier than USBLX: HBLVX (11 years) vs USBLX (37 years). HBLVX (0.56) is less costly to investors than USBLX (0.50). 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 annual gain was more profitable for investors over the last year : 8.14 vs. HBLVX (5.50). USBLX return over 5 years is better than : 44.14 vs. HBLVX (17.04).
| HBLVX | USBLX | HBLVX / USBLX | |
| Total Expense Ratio | 0.56 | 0.50 | 112% |
| Annual Report Gross Expense Ratio | 0.56 | 0.50 | 112% |
| Fund Existence | 11 years | 37 years | - |
| Gain YTD | 6.686 | 3.314 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.61 | 1.82 | 198% |
| Returns for 1 year | 5.50 | 8.14 | 68% |
| Returns for 3 years | 15.85 | 32.66 | 49% |
| Returns for 5 years | 17.04 | 44.14 | 39% |
| Returns for 10 years | 46.27 | 87.60 | 53% |
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