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HBLAX vs USBLX
HBLAX vs USBLX Comparison
Open Charts HBLAX vs USBLX
Hartford Balanced Income A
Price$13.84
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets11.55B
Victory Growth and Tax Strategy
Price$26.15
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets784.93M
HBLAX vs USBLX Comparison Chart
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HBLAX vs. USBLX commentary
Apr 11, 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 Hold and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. USBLX (785M). HBLAX pays higher dividends than USBLX: HBLAX (3.37) vs USBLX (1.83). HBLAX was incepted earlier than USBLX: HBLAX (19 years) vs USBLX (36 years). HBLAX (0.89) is less costly to investors than USBLX (0.51). HBLAX is a more actively managed with annual turnover of: 61.00 vs. USBLX (13.00). 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 : 2.33 vs. HBLAX (-1.74). USBLX return over 5 years is better than : 43.51 vs. HBLAX (13.46).
| HBLAX | USBLX | HBLAX / USBLX | |
| Total Expense Ratio | 0.89 | 0.51 | 175% |
| Annual Report Gross Expense Ratio | 0.89 | 0.51 | 175% |
| Fund Existence | 19 years | 36 years | - |
| Gain YTD | -2.817 | -6.149 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | 3000 | 67% |
| Net Assets | 11.6B | 785M | 1,478% |
| Annual Yield % from dividends | 3.37 | 1.83 | 184% |
| Returns for 1 year | -1.74 | 2.33 | -75% |
| Returns for 3 years | -1.08 | 12.81 | -8% |
| Returns for 5 years | 13.46 | 43.51 | 31% |
| Returns for 10 years | 25.85 | 68.47 | 38% |
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