HBLFX
Price
$15.03
Change
-$0.00 (-0.00%)
Updated
Aug 26 closing price
Net Assets
11.94B
UGTIX
Price
$28.82
Change
+$0.07 (+0.24%)
Updated
Aug 26 closing price
Net Assets
855.16M
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HBLFX vs UGTIX

Header iconHBLFX vs UGTIX Comparison
Open Charts HBLFX vs UGTIXBanner chart's image
Hartford Balanced Income F
Price$15.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy Ins
Price$28.82
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets855.16M
HBLFX vs UGTIX Comparison Chart in %
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HBLFX vs. UGTIX commentary
Aug 27, 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 UGTIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. UGTIX (855M). HBLFX pays higher dividends than UGTIX: HBLFX (3.66) vs UGTIX (1.77). HBLFX was incepted earlier than UGTIX: HBLFX (9 years) vs UGTIX (5 years). HBLFX (0.56) and UGTIX (0.55) have similar cost to investors . HBLFX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLFX (1000000) and UGTIX (1000000) have matching initial minimum investment requirements. UGTIX annual gain was more profitable for investors over the last year : 6.47 vs. HBLFX (3.39). UGTIX return over 5 years is better than : 39.69 vs. HBLFX (17.68).
HBLFXUGTIXHBLFX / UGTIX
Total Expense Ratio0.560.54104%
Annual Report Gross Expense Ratio0.560.55102%
Fund Existence9 years5 years-
Gain YTD8.0084.353184%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B855M1,392%
Annual Yield % from dividends3.661.77207%
Returns for 1 year3.396.4752%
Returns for 3 years16.0532.6749%
Returns for 5 years17.6839.6945%
Returns for 10 yearsN/AN/A-
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