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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$15.12
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
Victory Growth and Tax Strategy
Price$29.79
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets881.28M
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Oct 10, 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 Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. USBLX (881M). HBLRX pays higher dividends than USBLX: HBLRX (2.89) vs USBLX (1.80). 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 : 8.95 vs. HBLRX (2.99). USBLX return over 5 years is better than : 45.92 vs. HBLRX (14.64).
| 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 | 8.856 | 8.762 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 881M | 1,351% |
| Annual Yield % from dividends | 2.89 | 1.80 | 161% |
| Returns for 1 year | 2.99 | 8.95 | 33% |
| Returns for 3 years | 24.39 | 49.66 | 49% |
| Returns for 5 years | 14.64 | 45.92 | 32% |
| Returns for 10 years | 42.14 | 100.50 | 42% |
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