HBLTX
Price
$14.92
Change
-$0.01 (-0.07%)
Updated
Jul 24 closing price
Net Assets
11.91B
USBLX
Price
$28.41
Change
+$0.02 (+0.07%)
Updated
Jul 24 closing price
Net Assets
847.12M
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HBLTX vs USBLX

Header iconHBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLXBanner chart's image
Hartford Balanced Income R5
Price$14.92
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy
Price$28.41
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets847.12M
HBLTX vs USBLX Comparison Chart in %
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HBLTX vs. USBLX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. USBLX (847M). HBLTX pays higher dividends than USBLX: HBLTX (3.54) vs USBLX (1.82). HBLTX was incepted earlier than USBLX: HBLTX (15 years) vs USBLX (37 years). HBLTX (0.66) is less costly to investors than USBLX (0.50). HBLTX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). 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 : 7.56 vs. HBLTX (5.36). USBLX return over 5 years is better than : 43.68 vs. HBLTX (16.21).
HBLTXUSBLXHBLTX / USBLX
Total Expense Ratio0.660.50132%
Annual Report Gross Expense Ratio0.660.50132%
Fund Existence15 years37 years-
Gain YTD6.4672.988216%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/A3000-
Net Assets11.9B847M1,405%
Annual Yield % from dividends3.541.82194%
Returns for 1 year5.367.5671%
Returns for 3 years15.1531.7348%
Returns for 5 years16.2143.6837%
Returns for 10 years45.1487.8751%
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