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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$15.05
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets11.96B
Victory Growth and Tax Strategy
Price$28.91
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets860.5M
HBLRX vs USBLX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. USBLX (861M). HBLRX pays higher dividends than USBLX: HBLRX (2.94) vs USBLX (1.81). HBLRX was incepted earlier than USBLX: HBLRX (15 years) vs USBLX (37 years). HBLRX (1.28) is less costly to investors than USBLX (0.50). HBLRX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLRX has a lower initial minimum investment than USBLX: HBLRX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 8.69 vs. HBLRX (4.01). USBLX return over 5 years is better than : 42.01 vs. HBLRX (12.54).
| HBLRX | USBLX | HBLRX / USBLX | |
| Total Expense Ratio | 1.28 | 0.50 | 256% |
| Annual Report Gross Expense Ratio | 1.28 | 0.50 | 256% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 6.370 | 4.729 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 861M | 1,394% |
| Annual Yield % from dividends | 2.94 | 1.81 | 163% |
| Returns for 1 year | 4.01 | 8.69 | 46% |
| Returns for 3 years | 9.76 | 28.52 | 34% |
| Returns for 5 years | 12.54 | 42.01 | 30% |
| Returns for 10 years | 37.12 | 89.62 | 41% |
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