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HBLAX vs USBLX
HBLAX vs USBLX Comparison
Open Charts HBLAX vs USBLX
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Victory Growth and Tax Strategy
Price$28.03
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets857.27M
HBLAX vs USBLX Comparison Chart
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HBLAX vs. USBLX commentary
Jan 19, 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 HBLAX is a Buy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. USBLX (857M). HBLAX pays higher dividends than USBLX: HBLAX (3.35) vs USBLX (2.12). HBLAX was incepted earlier than USBLX: HBLAX (18 years) vs USBLX (36 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. USBLX (15.00). HBLAX has a lower initial minimum investment than USBLX: HBLAX (2000) vs USBLX (3000). USBLX IRA initial investment is lower compared to HBLAX: USBLX (3000) vs HBLAX (2000). USBLX annual gain was more profitable for investors over the last year : 14.54 vs. HBLAX (5.97). USBLX return over 5 years is better than : 38.89 vs. HBLAX (8.26).
| HBLAX | USBLX | HBLAX / USBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 36 years | - |
| Gain YTD | 1.340 | 0.682 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | 3000 | 67% |
| Net Assets | 12.1B | 857M | 1,412% |
| Annual Yield % from dividends | 3.35 | 2.12 | 159% |
| Returns for 1 year | 5.97 | 14.54 | 41% |
| Returns for 3 years | 0.35 | 14.19 | 2% |
| Returns for 5 years | 8.26 | 38.89 | 21% |
| Returns for 10 years | 33.45 | 82.19 | 41% |
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