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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$15.16
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.96B
Victory Growth and Tax Strategy
Price$28.91
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets860.5M
HBLVX vs USBLX Comparison Chart in %
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HBLVX vs. USBLX commentary
Aug 15, 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: 12B vs. USBLX (861M). HBLVX pays higher dividends than USBLX: HBLVX (3.61) vs USBLX (1.81). HBLVX was incepted earlier than USBLX: HBLVX (11 years) vs USBLX (37 years). HBLVX (0.56) is less costly to investors than USBLX (0.50). 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 : 8.69 vs. HBLVX (4.72). USBLX return over 5 years is better than : 42.01 vs. HBLVX (16.42).
| HBLVX | USBLX | HBLVX / USBLX | |
| Total Expense Ratio | 0.56 | 0.50 | 112% |
| Annual Report Gross Expense Ratio | 0.56 | 0.50 | 112% |
| Fund Existence | 11 years | 37 years | - |
| Gain YTD | 6.827 | 4.729 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 12B | 861M | 1,394% |
| Annual Yield % from dividends | 3.61 | 1.81 | 200% |
| Returns for 1 year | 4.72 | 8.69 | 54% |
| Returns for 3 years | 12.15 | 28.52 | 43% |
| Returns for 5 years | 16.42 | 42.01 | 39% |
| Returns for 10 years | 45.71 | 89.62 | 51% |
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