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HBLVX vs USBLX
HBLVX vs USBLX Comparison
Open Charts HBLVX vs USBLX
Hartford Balanced Income R6
Price$14.43
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets11.55B
Victory Growth and Tax Strategy
Price$26.51
Change+$0.27 (+1.03%)
VolumeN/A
Net Assets790.79M
HBLVX vs USBLX Comparison Chart
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HBLVX vs. USBLX commentary
Apr 25, 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: 11.5B vs. USBLX (791M). HBLVX pays higher dividends than USBLX: HBLVX (3.63) vs USBLX (1.83). HBLVX was incepted earlier than USBLX: HBLVX (10 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 (13.00). 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 : 4.20 vs. HBLVX (3.57). USBLX return over 5 years is better than : 44.65 vs. HBLVX (18.24).
| HBLVX | USBLX | HBLVX / USBLX | |
| Total Expense Ratio | 0.56 | 0.51 | 110% |
| Annual Report Gross Expense Ratio | 0.56 | 0.51 | 110% |
| Fund Existence | 10 years | 36 years | - |
| Gain YTD | 0.387 | -5.355 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | 3000 | - |
| Net Assets | 11.5B | 791M | 1,454% |
| Annual Yield % from dividends | 3.63 | 1.83 | 198% |
| Returns for 1 year | 3.57 | 4.20 | 85% |
| Returns for 3 years | 5.60 | 16.27 | 34% |
| Returns for 5 years | 18.24 | 44.65 | 41% |
| Returns for 10 years | 33.43 | 69.51 | 48% |
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