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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$15.15
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy
Price$29.13
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets862.07M
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Sep 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 HBLRX is a StrongBuy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. USBLX (862M). HBLRX pays higher dividends than USBLX: HBLRX (2.88) vs USBLX (1.79). 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 : 8.86 vs. HBLRX (3.17). USBLX return over 5 years is better than : 42.65 vs. HBLRX (14.35).
| 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 | 7.866 | 5.672 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 862M | 1,381% |
| Annual Yield % from dividends | 2.88 | 1.79 | 161% |
| Returns for 1 year | 3.17 | 8.86 | 36% |
| Returns for 3 years | 17.36 | 38.05 | 46% |
| Returns for 5 years | 14.35 | 42.65 | 34% |
| Returns for 10 years | 43.10 | 96.41 | 45% |
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