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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$14.60
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.15B
Victory Growth and Tax Strategy C
Price$27.92
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets868.88M
HBLIX vs UGTCX Comparison Chart
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HBLIX vs. UGTCX commentary
Feb 23, 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 StrongBuy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. UGTCX (869M). HBLIX pays higher dividends than UGTCX: HBLIX (3.59) vs UGTCX (1.29). HBLIX was incepted earlier than UGTCX: HBLIX (15 years) vs UGTCX (5 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. UGTCX (15.00). 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 : 12.67 vs. HBLIX (6.93).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.103 | 2.323 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 869M | 1,392% |
| Annual Yield % from dividends | 3.59 | 1.29 | 279% |
| Returns for 1 year | 6.93 | 12.67 | 55% |
| Returns for 3 years | 5.52 | 16.72 | 33% |
| Returns for 5 years | 10.18 | N/A | - |
| Returns for 10 years | 36.55 | N/A | - |
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