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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$14.76
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Victory Growth and Tax Strategy
Price$27.86
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets831.44M
HBLVX vs USBLX Comparison Chart
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HBLVX 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 HBLVX is a StrongBuy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. USBLX (831M). HBLVX pays higher dividends than USBLX: HBLVX (3.63) vs USBLX (1.79). HBLVX was incepted earlier than USBLX: HBLVX (11 years) vs USBLX (36 years). HBLVX (0.56) is less costly to investors than USBLX (0.51). HBLVX is a more actively managed with annual turnover of: 61.00 vs. USBLX (17.00). HBLVX has a lower initial minimum investment than USBLX: HBLVX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 5.83 vs. HBLVX (4.00). USBLX return over 5 years is better than : 42.34 vs. HBLVX (13.92).
| HBLVX | USBLX | HBLVX / USBLX | |
| Total Expense Ratio | 0.56 | 0.51 | 110% |
| Annual Report Gross Expense Ratio | 0.56 | 0.51 | 110% |
| Fund Existence | 11 years | 36 years | - |
| Gain YTD | 3.404 | -0.017 | -19,664% |
| 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 | 3.63 | 1.79 | 202% |
| Returns for 1 year | 4.00 | 5.83 | 69% |
| Returns for 3 years | 8.62 | 24.38 | 35% |
| Returns for 5 years | 13.92 | 42.34 | 33% |
| Returns for 10 years | 40.57 | 81.65 | 50% |
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