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HBLCX vs USBLX
HBLCX vs USBLX Comparison
Open Charts HBLCX vs USBLX
Hartford Balanced Income C
Price$14.31
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
HBLCX vs USBLX Comparison Chart
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HBLCX 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 HBLCX is a StrongBuy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. USBLX (863M). HBLCX pays higher dividends than USBLX: HBLCX (2.65) vs USBLX (2.12). HBLCX was incepted earlier than USBLX: HBLCX (19 years) vs USBLX (36 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. USBLX (15.00). 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 : 11.56 vs. HBLCX (5.66). USBLX return over 5 years is better than : 38.78 vs. HBLCX (5.01).
| HBLCX | USBLX | HBLCX / 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 | 2.802 | 1.545 | 181% |
| 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 | 2.65 | 2.12 | 125% |
| Returns for 1 year | 5.66 | 11.56 | 49% |
| Returns for 3 years | 2.13 | 19.90 | 11% |
| Returns for 5 years | 5.01 | 38.78 | 13% |
| Returns for 10 years | 25.01 | 81.04 | 31% |
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