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HBLIX vs USBLX
HBLIX vs USBLX Comparison
Open Charts HBLIX vs USBLX
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy
Price$27.09
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
HBLIX vs USBLX Comparison Chart
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HBLIX vs. USBLX commentary
May 12, 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 HBLIX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. USBLX (815M). HBLIX pays higher dividends than USBLX: HBLIX (3.65) vs USBLX (1.85). HBLIX was incepted earlier than USBLX: HBLIX (15 years) vs USBLX (36 years). HBLIX (0.65) is less costly to investors than USBLX (0.51). HBLIX is a more actively managed with annual turnover of: 61.00 vs. USBLX (13.00). HBLIX has a lower initial minimum investment than USBLX: HBLIX (2000) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 5.28 vs. HBLIX (2.54). USBLX return over 5 years is better than : 46.84 vs. HBLIX (19.42).
| HBLIX | USBLX | HBLIX / USBLX | |
| Total Expense Ratio | 0.65 | 0.51 | 127% |
| Annual Report Gross Expense Ratio | 0.65 | 0.51 | 127% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 1.653 | -2.290 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.6B | 815M | 1,423% |
| Annual Yield % from dividends | 3.65 | 1.85 | 198% |
| Returns for 1 year | 2.54 | 5.28 | 48% |
| Returns for 3 years | 9.70 | 25.47 | 38% |
| Returns for 5 years | 19.42 | 46.84 | 41% |
| Returns for 10 years | 35.31 | 76.51 | 46% |
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