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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
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.
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).
| HBLTX | USBLX | HBLTX / USBLX | |
| Total Expense Ratio | 0.66 | 0.50 | 132% |
| Annual Report Gross Expense Ratio | 0.66 | 0.50 | 132% |
| Fund Existence | 15 years | 37 years | - |
| Gain YTD | 6.467 | 2.988 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.9B | 847M | 1,405% |
| Annual Yield % from dividends | 3.54 | 1.82 | 194% |
| Returns for 1 year | 5.36 | 7.56 | 71% |
| Returns for 3 years | 15.15 | 31.73 | 48% |
| Returns for 5 years | 16.21 | 43.68 | 37% |
| Returns for 10 years | 45.14 | 87.87 | 51% |
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