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HBLYX vs USBLX
HBLYX vs USBLX Comparison
Open Charts HBLYX vs USBLX
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy
Price$28.85
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets860.5M
HBLYX vs USBLX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. USBLX (861M). HBLYX pays higher dividends than USBLX: HBLYX (3.51) vs USBLX (1.81). 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 : 8.48 vs. HBLYX (4.74). USBLX return over 5 years is better than : 42.20 vs. HBLYX (16.43).
| 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 | 7.340 | 4.874 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 861M | 1,382% |
| Annual Yield % from dividends | 3.51 | 1.81 | 194% |
| Returns for 1 year | 4.74 | 8.48 | 56% |
| Returns for 3 years | 12.06 | 28.49 | 42% |
| Returns for 5 years | 16.43 | 42.20 | 39% |
| Returns for 10 years | 45.06 | 89.45 | 50% |
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