Interact to see
Advertisement
Advertisement
HBLFX vs UGTCX
HBLFX vs UGTCX Comparison
Open Charts HBLFX vs UGTCX
Hartford Balanced Income F
Price$14.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy C
Price$28.47
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets860.66M
HBLFX vs UGTCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLFX vs. UGTCX commentary
Aug 17, 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 HBLFX is a StrongBuy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. UGTCX (861M). HBLFX pays higher dividends than UGTCX: HBLFX (3.66) vs UGTCX (0.90). HBLFX was incepted earlier than UGTCX: HBLFX (8 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than HBLFX: UGTCX (2500) vs HBLFX (1000000). UGTCX annual gain was more profitable for investors over the last year : 6.57 vs. HBLFX (4.50). UGTCX return over 5 years is better than : 34.92 vs. HBLFX (16.82).
| HBLFX | UGTCX | HBLFX / UGTCX | |
| Total Expense Ratio | 0.56 | 1.58 | 35% |
| Annual Report Gross Expense Ratio | 0.56 | 1.72 | 33% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 7.362 | 4.159 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 861M | 1,382% |
| Annual Yield % from dividends | 3.66 | 0.90 | 407% |
| Returns for 1 year | 4.50 | 6.57 | 69% |
| Returns for 3 years | 12.18 | 24.51 | 50% |
| Returns for 5 years | 16.82 | 34.92 | 48% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement