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HBLRX vs USBLX
HBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLX
Hartford Balanced Income R3
Price$15.04
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Victory Growth and Tax Strategy
Price$29.85
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets878.68M
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Nov 20, 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 Hold and USBLX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. USBLX (879M). HBLRX pays higher dividends than USBLX: HBLRX (2.90) vs USBLX (1.76). 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 : 7.65 vs. HBLRX (2.65). USBLX return over 5 years is better than : 42.67 vs. HBLRX (10.57).
| 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 | 8.067 | 8.653 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.6B | 879M | 1,320% |
| Annual Yield % from dividends | 2.90 | 1.76 | 164% |
| Returns for 1 year | 2.65 | 7.65 | 35% |
| Returns for 3 years | 15.22 | 41.64 | 37% |
| Returns for 5 years | 10.57 | 42.67 | 25% |
| Returns for 10 years | 38.91 | 96.16 | 40% |
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