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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$14.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy
Price$27.09
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
HBLRX vs USBLX Comparison Chart
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HBLRX 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 HBLRX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. USBLX (815M). HBLRX pays higher dividends than USBLX: HBLRX (2.99) vs USBLX (1.85). HBLRX was incepted earlier than USBLX: HBLRX (15 years) vs USBLX (36 years). HBLRX (1.28) is less costly to investors than USBLX (0.51). HBLRX is a more actively managed with annual turnover of: 61.00 vs. USBLX (13.00). 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 : 5.28 vs. HBLRX (1.87). USBLX return over 5 years is better than : 46.84 vs. HBLRX (16.11).
| HBLRX | USBLX | HBLRX / USBLX | |
| Total Expense Ratio | 1.28 | 0.51 | 251% |
| Annual Report Gross Expense Ratio | 1.28 | 0.51 | 251% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 1.410 | -2.290 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.6B | 815M | 1,423% |
| Annual Yield % from dividends | 2.99 | 1.85 | 162% |
| Returns for 1 year | 1.87 | 5.28 | 35% |
| Returns for 3 years | 7.75 | 25.47 | 30% |
| Returns for 5 years | 16.11 | 46.84 | 34% |
| Returns for 10 years | 28.78 | 76.51 | 38% |
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