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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
Victory Growth and Tax Strategy
Price$30.25
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
HBLVX vs USBLX Comparison Chart in %
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HBLVX vs. USBLX commentary
Dec 04, 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 Hold and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. USBLX (893M). HBLVX pays higher dividends than USBLX: HBLVX (3.48) 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 : 7.31 vs. HBLVX (3.03). USBLX return over 5 years is better than : 42.19 vs. HBLVX (14.48).
| 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 | 10.205 | 10.075 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 893M | 1,321% |
| Annual Yield % from dividends | 3.48 | 1.76 | 198% |
| Returns for 1 year | 3.03 | 7.31 | 42% |
| Returns for 3 years | 16.01 | 40.61 | 39% |
| Returns for 5 years | 14.48 | 42.19 | 34% |
| Returns for 10 years | 49.92 | 98.16 | 51% |
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