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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$14.22
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
Victory Growth and Tax Strategy C
Price$26.19
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets790.79M
HBLIX vs UGTCX Comparison Chart
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HBLIX vs. UGTCX commentary
Apr 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 Buy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.5B vs. UGTCX (791M). HBLIX pays higher dividends than UGTCX: HBLIX (3.60) vs UGTCX (0.88). HBLIX was incepted earlier than UGTCX: HBLIX (15 years) vs UGTCX (5 years). UGTCX (1.76) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (13.00). HBLIX has a lower initial minimum investment than UGTCX: HBLIX (2000) vs UGTCX (2500). HBLIX annual gain was more profitable for investors over the last year : 3.40 vs. UGTCX (3.09).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | 0.65 | 1.58 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.76 | 37% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 0.371 | -5.678 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 791M | 1,454% |
| Annual Yield % from dividends | 3.60 | 0.88 | 411% |
| Returns for 1 year | 3.40 | 3.09 | 110% |
| Returns for 3 years | 5.27 | 12.63 | 42% |
| Returns for 5 years | 17.66 | N/A | - |
| Returns for 10 years | 32.15 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEQ | 10.20 | 0.15 | +1.49% |
| John Hancock Diversified Income Fund | |||
| JFR | 8.05 | 0.04 | +0.50% |
| Nuveen Floating Rate Income Fund | |||
| HIO | 3.78 | N/A | N/A |
| Western Asset High Income Opportunity Fund | |||
| ZSB | 13.64 | N/A | N/A |
| USCF Sustainable Battery Metals Stgy Fd | |||
| DRIP | 12.59 | -0.31 | -2.40% |
| Direxion Dly S&P Oil&Gs Ex&Prd Br 2X ETF | |||