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HBLFX vs UGTIX
HBLFX vs UGTIX Comparison
Open Charts HBLFX vs UGTIX
Hartford Balanced Income F
Price$14.77
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.83B
Victory Growth and Tax Strategy Ins
Price$28.62
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets850.82M
HBLFX vs UGTIX Comparison Chart in %
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HBLFX vs. UGTIX commentary
Aug 07, 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 Hold and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. UGTIX (851M). HBLFX pays higher dividends than UGTIX: HBLFX (3.66) vs UGTIX (1.77). HBLFX was incepted earlier than UGTIX: HBLFX (8 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 : 8.99 vs. HBLFX (5.23). UGTIX return over 5 years is better than : 40.51 vs. HBLFX (15.03).
| HBLFX | UGTIX | HBLFX / UGTIX | |
| Total Expense Ratio | 0.56 | 0.54 | 104% |
| Annual Report Gross Expense Ratio | 0.56 | 0.55 | 102% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.284 | 3.482 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 851M | 1,387% |
| Annual Yield % from dividends | 3.66 | 1.77 | 207% |
| Returns for 1 year | 5.23 | 8.99 | 58% |
| Returns for 3 years | 13.65 | 28.83 | 47% |
| Returns for 5 years | 15.03 | 40.51 | 37% |
| Returns for 10 years | N/A | N/A | - |
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