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HBLYX vs USBLX
HBLYX vs USBLX Comparison
Open Charts HBLYX vs USBLX
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy
Price$29.13
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets862.07M
HBLYX vs USBLX Comparison Chart in %
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HBLYX vs. USBLX commentary
Sep 06, 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 (862M). 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 : 8.52 vs. HBLYX (3.84). USBLX return over 5 years is better than : 42.31 vs. HBLYX (17.81).
| 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 | 8.401 | 5.418 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 862M | 1,381% |
| Annual Yield % from dividends | 3.43 | 1.79 | 192% |
| Returns for 1 year | 3.84 | 8.52 | 45% |
| Returns for 3 years | 19.59 | 37.10 | 53% |
| Returns for 5 years | 17.81 | 42.31 | 42% |
| Returns for 10 years | 51.07 | 97.81 | 52% |
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