HBLFX
Price
$14.82
Change
-$0.01 (-0.07%)
Updated
Jul 24 closing price
Net Assets
11.91B
USBLX
Price
$28.41
Change
+$0.02 (+0.07%)
Updated
Jul 24 closing price
Net Assets
847.12M
Interact to see
Advertisement

HBLFX vs USBLX

Header iconHBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLXBanner chart's image
Hartford Balanced Income F
Price$14.82
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy
Price$28.41
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets847.12M
HBLFX vs USBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HBLFX vs. USBLX commentary
Jul 26, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. USBLX (847M). HBLFX pays higher dividends than USBLX: HBLFX (3.66) vs USBLX (1.82). HBLFX was incepted earlier than USBLX: HBLFX (8 years) vs USBLX (37 years). HBLFX (0.56) is less costly to investors than USBLX (0.50). 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 : 7.56 vs. HBLFX (5.44). USBLX return over 5 years is better than : 43.68 vs. HBLFX (16.74).
HBLFXUSBLXHBLFX / USBLX
Total Expense Ratio0.560.50112%
Annual Report Gross Expense Ratio0.560.50112%
Fund Existence8 years37 years-
Gain YTD6.5712.988220%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/A3000-
Net Assets11.9B847M1,405%
Annual Yield % from dividends3.661.82201%
Returns for 1 year5.447.5672%
Returns for 3 years15.4631.7349%
Returns for 5 years16.7443.6838%
Returns for 10 yearsN/A87.87-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TIL32.242.57
+8.66%
Instil Bio
ALNY328.002.36
+0.72%
Alnylam Pharmaceuticals
BBDC9.57-0.01
-0.10%
Barings BDC
GOLF82.17-2.23
-2.64%
Acushnet Holdings Corp
SONM0.72-0.03
-3.88%
Sonim Technologies Inc.