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HBLTX vs USBLX
HBLTX vs USBLX Comparison
Open Charts HBLTX vs USBLX
Hartford Balanced Income R5
Price$14.65
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
Victory Growth and Tax Strategy
Price$27.86
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets831.44M
HBLTX vs USBLX Comparison Chart
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HBLTX vs. USBLX commentary
Jun 07, 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 StrongBuy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. USBLX (831M). 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 : 5.83 vs. HBLTX (3.79). USBLX return over 5 years is better than : 42.34 vs. HBLTX (13.25).
| 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 | 3.332 | -0.017 | -19,250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.7B | 831M | 1,408% |
| Annual Yield % from dividends | 3.56 | 1.79 | 198% |
| Returns for 1 year | 3.79 | 5.83 | 65% |
| Returns for 3 years | 8.21 | 24.38 | 34% |
| Returns for 5 years | 13.25 | 42.34 | 31% |
| Returns for 10 years | 39.14 | 81.65 | 48% |
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