Interact to see
Advertisement
Advertisement
HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$14.80
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.84B
Victory Growth and Tax Strategy
Price$28.30
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets845.76M
HBLTX vs USBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. USBLX commentary
Jul 01, 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: 11.8B vs. USBLX (846M). HBLTX pays higher dividends than USBLX: HBLTX (3.56) vs USBLX (1.79). 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 (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 : 6.52 vs. HBLTX (5.82). USBLX return over 5 years is better than : 48.80 vs. HBLTX (19.95).
| 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 | 5.041 | 2.299 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.8B | 846M | 1,395% |
| Annual Yield % from dividends | 3.56 | 1.79 | 198% |
| Returns for 1 year | 5.82 | 6.52 | 89% |
| Returns for 3 years | 16.51 | 35.02 | 47% |
| Returns for 5 years | 19.95 | 48.80 | 41% |
| Returns for 10 years | 42.98 | 87.70 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ISTB | 48.59 | -0.02 | -0.04% |
| iShares Core 1-5 Year USD Bond ETF | |||
| XBB | 41.02 | -0.02 | -0.06% |
| BondBloxx BB Rated USD HY Corp Bd ETF | |||
| BRZU | 62.32 | -0.10 | -0.16% |
| Direxion Daily MSCI Brazil Bull 2X ETF | |||
| XMLV | 61.57 | -0.11 | -0.18% |
| Invesco S&P MidCap Low Volatility ETF | |||
| REK | 17.00 | -0.05 | -0.30% |
| ProShares Short Real Estate | |||