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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$14.97
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.59B
Victory Growth and Tax Strategy C
Price$29.45
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets878.68M
HBLIX vs UGTCX Comparison Chart in %
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HBLIX vs. UGTCX commentary
Nov 20, 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 Hold and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. UGTCX (879M). HBLIX pays higher dividends than UGTCX: HBLIX (3.51) 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 : 6.50 vs. HBLIX (3.25). UGTCX return over 5 years is better than : 35.28 vs. HBLIX (13.82).
| 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 | 8.620 | 7.575 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 879M | 1,320% |
| Annual Yield % from dividends | 3.51 | 0.89 | 393% |
| Returns for 1 year | 3.25 | 6.50 | 50% |
| Returns for 3 years | 17.25 | 37.12 | 46% |
| Returns for 5 years | 13.82 | 35.28 | 39% |
| Returns for 10 years | 46.19 | N/A | - |