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HBLSX vs USBLX
HBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLX
Hartford Balanced Income R4
Price$14.78
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.78B
Victory Growth and Tax Strategy
Price$28.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets851.08M
HBLSX vs USBLX Comparison Chart in %
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HBLSX vs. USBLX commentary
Aug 02, 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 Hold and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. USBLX (851M). HBLSX pays higher dividends than USBLX: HBLSX (3.24) vs USBLX (1.81). HBLSX was incepted earlier than USBLX: HBLSX (15 years) vs USBLX (37 years). HBLSX (0.96) is less costly to investors than USBLX (0.50). HBLSX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). 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 : 7.13 vs. HBLSX (3.14). USBLX return over 5 years is better than : 42.80 vs. HBLSX (14.04).
| HBLSX | USBLX | HBLSX / USBLX | |
| Total Expense Ratio | 0.96 | 0.50 | 192% |
| Annual Report Gross Expense Ratio | 0.96 | 0.50 | 192% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 5.810 | 3.532 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 851M | 1,387% |
| Annual Yield % from dividends | 3.24 | 1.81 | 179% |
| Returns for 1 year | 3.14 | 7.13 | 44% |
| Returns for 3 years | 11.19 | 29.16 | 38% |
| Returns for 5 years | 14.04 | 42.80 | 33% |
| Returns for 10 years | 39.38 | 87.45 | 45% |
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