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HBLSX vs USBLX
HBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLX
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Victory Growth and Tax Strategy
Price$28.03
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets857.27M
HBLSX vs USBLX Comparison Chart
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HBLSX vs. USBLX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. USBLX (857M). 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 : 14.54 vs. HBLSX (5.93). USBLX return over 5 years is better than : 38.89 vs. HBLSX (7.95).
| 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 | 1.403 | 0.682 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12.1B | 857M | 1,412% |
| Annual Yield % from dividends | 3.25 | 2.12 | 154% |
| Returns for 1 year | 5.93 | 14.54 | 41% |
| Returns for 3 years | 0.23 | 14.19 | 2% |
| Returns for 5 years | 7.95 | 38.89 | 20% |
| Returns for 10 years | 33.07 | 82.19 | 40% |
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