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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
Hartford Balanced Income F
Price$14.55
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Victory Growth and Tax Strategy
Price$27.86
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets831.44M
HBLFX vs USBLX Comparison Chart
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HBLFX vs. USBLX commentary
Jun 07, 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 StrongBuy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. USBLX (831M). 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 : 5.83 vs. HBLFX (3.92). USBLX return over 5 years is better than : 42.34 vs. HBLFX (13.81).
| HBLFX | USBLX | HBLFX / USBLX | |
| Total Expense Ratio | 0.56 | 0.51 | 110% |
| Annual Report Gross Expense Ratio | 0.56 | 0.51 | 110% |
| Fund Existence | 8 years | 36 years | - |
| Gain YTD | 3.455 | -0.017 | -19,959% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.7B | 831M | 1,408% |
| Annual Yield % from dividends | 3.68 | 1.79 | 205% |
| Returns for 1 year | 3.92 | 5.83 | 67% |
| Returns for 3 years | 8.53 | 24.38 | 35% |
| Returns for 5 years | 13.81 | 42.34 | 33% |
| Returns for 10 years | N/A | 81.65 | - |
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