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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$14.37
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
HBLTX vs USBLX Comparison Chart
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HBLTX 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 HBLTX is a Hold and USBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. USBLX (864M). HBLTX pays higher dividends than USBLX: HBLTX (3.54) vs USBLX (2.12). HBLTX was incepted earlier than USBLX: HBLTX (15 years) vs USBLX (36 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. USBLX (15.00). 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 : 16.43 vs. HBLTX (9.10). USBLX return over 5 years is better than : 44.51 vs. HBLTX (15.08).
| HBLTX | USBLX | HBLTX / 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 | 7.912 | 15.793 | 50% |
| 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 | 3.54 | 2.12 | 167% |
| Returns for 1 year | 9.10 | 16.43 | 55% |
| Returns for 3 years | 4.50 | 14.86 | 30% |
| Returns for 5 years | 15.08 | 44.51 | 34% |
| Returns for 10 years | 40.97 | 83.75 | 49% |
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