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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$15.31
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
HBLVX vs USBLX Comparison Chart in %
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HBLVX 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 HBLVX is a Buy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. USBLX (893M). HBLVX pays higher dividends than USBLX: HBLVX (3.54) vs USBLX (1.76). 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 : 9.03 vs. HBLVX (4.04). USBLX return over 5 years is better than : 45.19 vs. HBLVX (16.16).
| 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 | 9.920 | 10.477 | 95% |
| 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 | 3.54 | 1.76 | 201% |
| Returns for 1 year | 4.04 | 9.03 | 45% |
| Returns for 3 years | 19.82 | 45.44 | 44% |
| Returns for 5 years | 16.16 | 45.19 | 36% |
| Returns for 10 years | 51.66 | 103.06 | 50% |
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