Interact to see
Advertisement
Advertisement
HBLYX vs USBLX
HBLYX vs USBLX Comparison
Open Charts HBLYX vs USBLX
Hartford Balanced Income Y
Price$15.19
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.82B
Victory Growth and Tax Strategy
Price$29.49
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets871.61M
HBLYX vs USBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. USBLX commentary
Sep 27, 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 HBLYX is a StrongBuy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. USBLX (872M). HBLYX pays higher dividends than USBLX: HBLYX (3.43) vs USBLX (1.79). HBLYX was incepted earlier than USBLX: HBLYX (19 years) vs USBLX (37 years). HBLYX (0.67) is less costly to investors than USBLX (0.50). HBLYX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). USBLX has a lower initial minimum investment than HBLYX: USBLX (3000) vs HBLYX (250000). USBLX annual gain was more profitable for investors over the last year : 8.02 vs. HBLYX (2.24). USBLX return over 5 years is better than : 47.64 vs. HBLYX (19.72).
| HBLYX | USBLX | HBLYX / USBLX | |
| Total Expense Ratio | 0.67 | 0.50 | 134% |
| Annual Report Gross Expense Ratio | 0.67 | 0.50 | 134% |
| Fund Existence | 19 years | 37 years | - |
| Gain YTD | 8.406 | 7.559 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 872M | 1,353% |
| Annual Yield % from dividends | 3.43 | 1.79 | 192% |
| Returns for 1 year | 2.24 | 8.02 | 28% |
| Returns for 3 years | 26.14 | 48.15 | 54% |
| Returns for 5 years | 19.72 | 47.64 | 41% |
| Returns for 10 years | 53.95 | 104.26 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement