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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
Victory Growth and Tax Strategy C
Price$26.42
Change-$0.54 (-2.00%)
VolumeN/A
Net Assets826.74M
HBLIX vs UGTCX Comparison Chart
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HBLIX vs. UGTCX commentary
Apr 04, 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: 12B vs. UGTCX (827M). 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). UGTCX annual gain was more profitable for investors over the last year : 5.40 vs. HBLIX (4.92).
| 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 | 3.361 | -1.932 | -174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 827M | 1,451% |
| Annual Yield % from dividends | 3.60 | 0.88 | 411% |
| Returns for 1 year | 4.92 | 5.40 | 91% |
| Returns for 3 years | 5.17 | 11.58 | 45% |
| Returns for 5 years | 30.27 | N/A | - |
| Returns for 10 years | 37.48 | N/A | - |
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