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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
Victory Growth and Tax Strategy
Price$28.85
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets860.5M
HBLVX vs USBLX Comparison Chart in %
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HBLVX vs. USBLX commentary
Aug 17, 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 StrongBuy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. USBLX (861M). HBLVX pays higher dividends than USBLX: HBLVX (3.61) vs USBLX (1.81). 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 : 8.48 vs. HBLVX (4.85). USBLX return over 5 years is better than : 42.20 vs. HBLVX (16.96).
| 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 | 7.323 | 4.874 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 861M | 1,394% |
| Annual Yield % from dividends | 3.61 | 1.81 | 200% |
| Returns for 1 year | 4.85 | 8.48 | 57% |
| Returns for 3 years | 12.37 | 28.49 | 43% |
| Returns for 5 years | 16.96 | 42.20 | 40% |
| Returns for 10 years | 45.95 | 89.45 | 51% |
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