HBLIX
Price
$14.85
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
UGTCX
Price
$28.13
Change
+$0.07 (+0.25%)
Updated
Jul 25 closing price
Net Assets
847.11M
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HBLIX vs UGTCX

Header iconHBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCXBanner chart's image
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy C
Price$28.13
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets847.11M
HBLIX vs UGTCX Comparison Chart in %
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HBLIX vs. UGTCX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. UGTCX (847M). HBLIX pays higher dividends than UGTCX: HBLIX (3.58) vs UGTCX (0.91). HBLIX was incepted earlier than UGTCX: HBLIX (15 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 : 6.71 vs. HBLIX (5.06). UGTCX return over 5 years is better than : 36.43 vs. HBLIX (16.14).
HBLIXUGTCXHBLIX / UGTCX
Total Expense Ratio0.651.5841%
Annual Report Gross Expense Ratio0.651.7238%
Fund Existence15 years5 years-
Gain YTD6.3792.407265%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B847M1,405%
Annual Yield % from dividends3.580.91395%
Returns for 1 year5.066.7175%
Returns for 3 years15.1828.1354%
Returns for 5 years16.1436.4344%
Returns for 10 years44.42N/A-
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