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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy
Price$28.43
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets850.75M
HBLVX vs USBLX Comparison Chart in %
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HBLVX vs. USBLX commentary
Jul 07, 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: 12B vs. USBLX (851M). 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 (0.51). 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). HBLVX (7.03) and USBLX (6.99) have marching annual gain over last year. USBLX return over 5 years is better than : 47.20 vs. HBLVX (20.01).
| HBLVX | USBLX | HBLVX / USBLX | |
| Total Expense Ratio | 0.56 | 0.51 | 110% |
| Annual Report Gross Expense Ratio | 0.56 | 0.51 | 110% |
| Fund Existence | 11 years | 37 years | - |
| Gain YTD | 6.261 | 3.133 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.61 | 1.82 | 198% |
| Returns for 1 year | 7.03 | 6.99 | 100% |
| Returns for 3 years | 17.41 | 35.27 | 49% |
| Returns for 5 years | 20.01 | 47.20 | 42% |
| Returns for 10 years | 45.58 | 88.90 | 51% |
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