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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$15.03
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.88B
Victory Growth and Tax Strategy C
Price$29.08
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets873.88M
HBLIX vs UGTCX Comparison Chart in %
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HBLIX vs. UGTCX commentary
Sep 26, 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 HBLIX is a StrongBuy and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. UGTCX (874M). HBLIX pays higher dividends than UGTCX: HBLIX (3.50) vs UGTCX (0.89). HBLIX was incepted earlier than UGTCX: HBLIX (16 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLIX has a lower initial minimum investment than UGTCX: HBLIX (2000) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 7.17 vs. HBLIX (2.56). UGTCX return over 5 years is better than : 40.18 vs. HBLIX (19.79).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | 0.65 | 1.58 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.72 | 38% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 8.462 | 6.770 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 874M | 1,362% |
| Annual Yield % from dividends | 3.50 | 0.89 | 393% |
| Returns for 1 year | 2.56 | 7.17 | 36% |
| Returns for 3 years | 25.38 | 42.98 | 59% |
| Returns for 5 years | 19.79 | 40.18 | 49% |
| Returns for 10 years | 53.11 | N/A | - |
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