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HBLCX vs USBLX
HBLCX vs USBLX Comparison
Open Charts HBLCX vs USBLX
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
Victory Growth and Tax Strategy
Price$28.03
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets857.27M
HBLCX vs USBLX Comparison Chart
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HBLCX 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 HBLCX is a Buy and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. USBLX (857M). HBLCX pays higher dividends than USBLX: HBLCX (2.65) vs USBLX (2.12). HBLCX was incepted earlier than USBLX: HBLCX (18 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 : 14.54 vs. HBLCX (5.09). USBLX return over 5 years is better than : 38.89 vs. HBLCX (4.44).
| HBLCX | USBLX | HBLCX / 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 | 1.293 | 0.682 | 189% |
| 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 | 2.65 | 2.12 | 125% |
| Returns for 1 year | 5.09 | 14.54 | 35% |
| Returns for 3 years | -2.03 | 14.19 | -14% |
| Returns for 5 years | 4.44 | 38.89 | 11% |
| Returns for 10 years | 24.83 | 82.19 | 30% |
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