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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$14.32
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
Victory Growth and Tax Strategy
Price$26.51
Change+$0.27 (+1.03%)
VolumeN/A
Net Assets790.79M
HBLTX vs USBLX Comparison Chart
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HBLTX vs. USBLX commentary
Apr 25, 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 HBLTX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.5B vs. USBLX (791M). HBLTX pays higher dividends than USBLX: HBLTX (3.56) vs USBLX (1.83). HBLTX was incepted earlier than USBLX: HBLTX (15 years) vs USBLX (36 years). HBLTX (0.66) is less costly to investors than USBLX (0.51). HBLTX is a more actively managed with annual turnover of: 61.00 vs. USBLX (13.00). HBLTX has a lower initial minimum investment than USBLX: HBLTX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 4.20 vs. HBLTX (3.42). USBLX return over 5 years is better than : 44.65 vs. HBLTX (17.65).
| HBLTX | USBLX | HBLTX / USBLX | |
| Total Expense Ratio | 0.66 | 0.51 | 129% |
| Annual Report Gross Expense Ratio | 0.66 | 0.51 | 129% |
| Fund Existence | 15 years | 36 years | - |
| Gain YTD | 0.364 | -5.355 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.5B | 791M | 1,454% |
| Annual Yield % from dividends | 3.56 | 1.83 | 194% |
| Returns for 1 year | 3.42 | 4.20 | 82% |
| Returns for 3 years | 5.24 | 16.27 | 32% |
| Returns for 5 years | 17.65 | 44.65 | 40% |
| Returns for 10 years | 32.11 | 69.51 | 46% |
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