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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$14.46
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.72B
Victory Growth and Tax Strategy C
Price$27.31
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets829M
HBLIX vs UGTCX Comparison Chart
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HBLIX vs. UGTCX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. UGTCX (829M). HBLIX pays higher dividends than UGTCX: HBLIX (3.60) vs UGTCX (0.86). 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 (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 : 5.96 vs. HBLIX (3.76).
| 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 | 3.005 | -0.804 | -374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 829M | 1,411% |
| Annual Yield % from dividends | 3.60 | 0.86 | 419% |
| Returns for 1 year | 3.76 | 5.96 | 63% |
| Returns for 3 years | 8.40 | 20.62 | 41% |
| Returns for 5 years | 14.71 | N/A | - |
| Returns for 10 years | 38.33 | N/A | - |
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