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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$14.92
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets11.84B
Victory Growth and Tax Strategy
Price$28.30
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets845.76M
HBLVX vs USBLX Comparison Chart in %
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HBLVX 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 HBLVX is a Buy and USBLX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. USBLX (846M). 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 : 6.52 vs. HBLVX (6.03). USBLX return over 5 years is better than : 48.80 vs. HBLVX (20.72).
| 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 | 5.128 | 2.299 | 223% |
| 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 | 3.63 | 1.79 | 202% |
| Returns for 1 year | 6.03 | 6.52 | 92% |
| Returns for 3 years | 16.98 | 35.02 | 48% |
| Returns for 5 years | 20.72 | 48.80 | 42% |
| Returns for 10 years | 44.46 | 87.70 | 51% |
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