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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
Hartford Balanced Income F
Price$14.28
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy
Price$27.89
Change-$0.52 (-1.83%)
VolumeN/A
CapitalizationN/A
HBLFX vs USBLX Comparison Chart
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HBLFX vs. USBLX commentary
Dec 19, 2024
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 Hold and USBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. USBLX (864M). HBLFX pays higher dividends than USBLX: HBLFX (3.67) vs USBLX (2.12). HBLFX was incepted earlier than USBLX: HBLFX (8 years) vs USBLX (36 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. USBLX (15.00). 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 : 16.43 vs. HBLFX (9.12). USBLX return over 5 years is better than : 44.51 vs. HBLFX (15.56).
| HBLFX | USBLX | HBLFX / USBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | 7.973 | 15.793 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 864M | 1,366% |
| Annual Yield % from dividends | 3.67 | 2.12 | 173% |
| Returns for 1 year | 9.12 | 16.43 | 56% |
| Returns for 3 years | 4.79 | 14.86 | 32% |
| Returns for 5 years | 15.56 | 44.51 | 35% |
| Returns for 10 years | N/A | 83.75 | - |
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