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HBLSX vs USBLX
HBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLX
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy
Price$27.89
Change-$0.52 (-1.83%)
VolumeN/A
CapitalizationN/A
HBLSX vs USBLX Comparison Chart
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HBLSX vs. USBLX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. USBLX (864M). HBLSX pays higher dividends than USBLX: HBLSX (3.25) vs USBLX (2.12). HBLSX was incepted earlier than USBLX: HBLSX (15 years) vs USBLX (36 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. USBLX (15.00). 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 : 16.43 vs. HBLSX (8.72). USBLX return over 5 years is better than : 44.51 vs. HBLSX (13.56).
| HBLSX | USBLX | HBLSX / USBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 7.612 | 15.793 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 864M | 1,366% |
| Annual Yield % from dividends | 3.25 | 2.12 | 154% |
| Returns for 1 year | 8.72 | 16.43 | 53% |
| Returns for 3 years | 3.55 | 14.86 | 24% |
| Returns for 5 years | 13.56 | 44.51 | 30% |
| Returns for 10 years | 37.62 | 83.75 | 45% |
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