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HBLSX vs USBLX
HBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLX
Hartford Balanced Income R4
Price$14.36
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
HBLSX vs USBLX Comparison Chart
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HBLSX 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 HBLSX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. USBLX (815M). HBLSX pays higher dividends than USBLX: HBLSX (3.30) vs USBLX (1.85). HBLSX was incepted earlier than USBLX: HBLSX (15 years) vs USBLX (36 years). HBLSX (0.96) is less costly to investors than USBLX (0.51). HBLSX is a more actively managed with annual turnover of: 61.00 vs. USBLX (13.00). HBLSX has a lower initial minimum investment than USBLX: HBLSX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 5.28 vs. HBLSX (2.19). USBLX return over 5 years is better than : 46.84 vs. HBLSX (17.70).
| HBLSX | USBLX | HBLSX / USBLX | |
| Total Expense Ratio | 0.96 | 0.51 | 188% |
| Annual Report Gross Expense Ratio | 0.96 | 0.51 | 188% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 1.554 | -2.290 | -68% |
| 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 | 3.30 | 1.85 | 179% |
| Returns for 1 year | 2.19 | 5.28 | 42% |
| Returns for 3 years | 8.71 | 25.47 | 34% |
| Returns for 5 years | 17.70 | 46.84 | 38% |
| Returns for 10 years | 32.02 | 76.51 | 42% |
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