HBLFX
Price
$14.70
Change
+$0.07 (+0.48%)
Updated
Jun 30 closing price
Net Assets
11.84B
USBLX
Price
$28.30
Change
+$0.10 (+0.35%)
Updated
Jun 30 closing price
Net Assets
845.76M
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HBLFX vs USBLX

Header iconHBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLXBanner chart's image
Hartford Balanced Income F
Price$14.70
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.84B
Victory Growth and Tax Strategy
Price$28.30
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets845.76M
HBLFX vs USBLX Comparison Chart in %
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HBLFX vs. USBLX commentary
Jul 01, 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 HBLFX is a Buy and USBLX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. USBLX (846M). HBLFX pays higher dividends than USBLX: HBLFX (3.68) vs USBLX (1.79). HBLFX was incepted earlier than USBLX: HBLFX (8 years) vs USBLX (36 years). HBLFX (0.56) is less costly to investors than USBLX (0.51). HBLFX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). USBLX has a lower initial minimum investment than HBLFX: USBLX (3000) vs HBLFX (1000000). USBLX annual gain was more profitable for investors over the last year : 6.52 vs. HBLFX (5.90). USBLX return over 5 years is better than : 48.80 vs. HBLFX (20.52).
HBLFXUSBLXHBLFX / USBLX
Total Expense Ratio0.560.51110%
Annual Report Gross Expense Ratio0.560.51110%
Fund Existence8 years36 years-
Gain YTD5.1342.299223%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/A3000-
Net Assets11.8B846M1,395%
Annual Yield % from dividends3.681.79205%
Returns for 1 year5.906.5290%
Returns for 3 years16.8335.0248%
Returns for 5 years20.5248.8042%
Returns for 10 yearsN/A87.70-
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