HBLFX
Price
$14.98
Change
-$0.02 (-0.13%)
Updated
Nov 19 closing price
Net Assets
11.59B
USBLX
Price
$29.85
Change
+$0.06 (+0.20%)
Updated
Nov 19 closing price
Net Assets
878.68M
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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$14.98
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.59B
Victory Growth and Tax Strategy
Price$29.85
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets878.68M
HBLFX vs USBLX Comparison Chart in %
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VS
HBLFX vs. USBLX commentary
Nov 20, 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 Hold and USBLX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.6B vs. USBLX (879M). HBLFX pays higher dividends than USBLX: HBLFX (3.59) vs USBLX (1.76). HBLFX was incepted earlier than USBLX: HBLFX (9 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 : 7.65 vs. HBLFX (3.34). USBLX return over 5 years is better than : 42.67 vs. HBLFX (14.28).
HBLFXUSBLXHBLFX / USBLX
Total Expense Ratio0.560.50112%
Annual Report Gross Expense Ratio0.560.50112%
Fund Existence9 years37 years-
Gain YTD8.7668.653101%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/A3000-
Net Assets11.6B879M1,320%
Annual Yield % from dividends3.591.76204%
Returns for 1 year3.347.6544%
Returns for 3 years17.6241.6442%
Returns for 5 years14.2842.6733%
Returns for 10 yearsN/A96.16-
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