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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy
Price$30.35
Change+$0.56 (+1.88%)
VolumeN/A
Net Assets892.81M
HBLVX vs USBLX Comparison Chart in %
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HBLVX vs. USBLX commentary
Feb 05, 2026
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: 11.6B vs. USBLX (893M). HBLVX pays higher dividends than USBLX: HBLVX (3.46) vs USBLX (1.94). 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: 90.00 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 : 9.90 vs. HBLVX (6.46). USBLX return over 5 years is better than : 38.51 vs. HBLVX (13.00).
| 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 | 2.097 | 0.898 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.6B | 893M | 1,299% |
| Annual Yield % from dividends | 3.46 | 1.94 | 178% |
| Returns for 1 year | 6.46 | 9.90 | 65% |
| Returns for 3 years | 16.82 | 38.41 | 44% |
| Returns for 5 years | 13.00 | 38.51 | 34% |
| Returns for 10 years | 56.73 | 108.45 | 52% |
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