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HBLSX vs USBLX
HBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLX
Hartford Balanced Income R4
Price$13.92
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets11.55B
Victory Growth and Tax Strategy
Price$26.15
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets784.93M
HBLSX vs USBLX Comparison Chart
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HBLSX vs. USBLX commentary
Apr 11, 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: 11.6B vs. USBLX (785M). HBLSX pays higher dividends than USBLX: HBLSX (3.26) vs USBLX (1.83). 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 : 2.33 vs. HBLSX (-1.74). USBLX return over 5 years is better than : 43.51 vs. HBLSX (13.18).
| 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 | -2.760 | -6.149 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.6B | 785M | 1,478% |
| Annual Yield % from dividends | 3.26 | 1.83 | 178% |
| Returns for 1 year | -1.74 | 2.33 | -75% |
| Returns for 3 years | -1.19 | 12.81 | -9% |
| Returns for 5 years | 13.18 | 43.51 | 30% |
| Returns for 10 years | 25.50 | 68.47 | 37% |
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