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HBLCX vs USBLX
HBLCX vs USBLX Comparison
Open Charts HBLCX vs USBLX
Hartford Balanced Income C
Price$13.58
Change-$0.18 (-1.31%)
VolumeN/A
Net Assets11.55B
Victory Growth and Tax Strategy
Price$26.15
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets784.93M
HBLCX vs USBLX Comparison Chart
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HBLCX 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 HBLCX is a Hold and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. USBLX (785M). HBLCX pays higher dividends than USBLX: HBLCX (2.64) vs USBLX (1.83). HBLCX was incepted earlier than USBLX: HBLCX (19 years) vs USBLX (36 years). HBLCX (1.64) is less costly to investors than USBLX (0.51). HBLCX is a more actively managed with annual turnover of: 61.00 vs. USBLX (13.00). HBLCX has a lower initial minimum investment than USBLX: HBLCX (2000) vs USBLX (3000). USBLX IRA initial investment is lower compared to HBLCX: USBLX (3000) vs HBLCX (2000). USBLX annual gain was more profitable for investors over the last year : 2.33 vs. HBLCX (-2.56). USBLX return over 5 years is better than : 43.51 vs. HBLCX (9.34).
| HBLCX | USBLX | HBLCX / USBLX | |
| Total Expense Ratio | 1.64 | 0.51 | 322% |
| Annual Report Gross Expense Ratio | 1.64 | 0.51 | 322% |
| Fund Existence | 19 years | 36 years | - |
| Gain YTD | -2.995 | -6.149 | 49% |
| Front Load | N/A | 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 | 2.64 | 1.83 | 144% |
| Returns for 1 year | -2.56 | 2.33 | -110% |
| Returns for 3 years | -3.38 | 12.81 | -26% |
| Returns for 5 years | 9.34 | 43.51 | 21% |
| Returns for 10 years | 17.70 | 68.47 | 26% |
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