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HBLAX vs USBLX
HBLAX vs USBLX Comparison
Open Charts HBLAX vs USBLX
Hartford Balanced Income A
Price$14.59
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Victory Growth and Tax Strategy
Price$28.27
Change-$0.22 (-0.77%)
VolumeN/A
Net Assets862.81M
HBLAX vs USBLX Comparison Chart
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HBLAX vs. USBLX commentary
Feb 23, 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 StrongBuy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. USBLX (863M). HBLAX pays higher dividends than USBLX: HBLAX (3.35) vs USBLX (2.12). HBLAX was incepted earlier than USBLX: HBLAX (19 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 : 11.56 vs. HBLAX (6.46). USBLX return over 5 years is better than : 38.78 vs. HBLAX (8.83).
| HBLAX | USBLX | HBLAX / USBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 36 years | - |
| Gain YTD | 2.891 | 1.545 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | 3000 | 67% |
| Net Assets | 12.1B | 863M | 1,402% |
| Annual Yield % from dividends | 3.35 | 2.12 | 159% |
| Returns for 1 year | 6.46 | 11.56 | 56% |
| Returns for 3 years | 4.60 | 19.90 | 23% |
| Returns for 5 years | 8.83 | 38.78 | 23% |
| Returns for 10 years | 33.61 | 81.04 | 41% |
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