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HBLFX vs USBLX
HBLFX vs USBLX Comparison
Open Charts HBLFX vs USBLX
Hartford Balanced Income F
Price$14.98
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets11.96B
Victory Growth and Tax Strategy
Price$28.91
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets860.5M
HBLFX vs USBLX Comparison Chart in %
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HBLFX vs. USBLX commentary
Aug 15, 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: 12B vs. USBLX (861M). HBLFX pays higher dividends than USBLX: HBLFX (3.66) vs USBLX (1.81). 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 : 8.69 vs. HBLFX (4.72). USBLX return over 5 years is better than : 42.01 vs. HBLFX (16.35).
| HBLFX | USBLX | HBLFX / USBLX | |
| Total Expense Ratio | 0.56 | 0.50 | 112% |
| Annual Report Gross Expense Ratio | 0.56 | 0.50 | 112% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 6.930 | 4.729 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 861M | 1,394% |
| Annual Yield % from dividends | 3.66 | 1.81 | 203% |
| Returns for 1 year | 4.72 | 8.69 | 54% |
| Returns for 3 years | 12.11 | 28.52 | 42% |
| Returns for 5 years | 16.35 | 42.01 | 39% |
| Returns for 10 years | N/A | 89.62 | - |
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