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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
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.
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).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | 0.65 | 1.58 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.72 | 38% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.379 | 2.407 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 847M | 1,405% |
| Annual Yield % from dividends | 3.58 | 0.91 | 395% |
| Returns for 1 year | 5.06 | 6.71 | 75% |
| Returns for 3 years | 15.18 | 28.13 | 54% |
| Returns for 5 years | 16.14 | 36.43 | 44% |
| Returns for 10 years | 44.42 | N/A | - |
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