HBLIX
Price
$15.12
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
UGTCX
Price
$28.00
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
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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$15.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$28.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBLIX vs UGTCX Comparison Chart
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HBLIX vs. UGTCX commentary
Nov 14, 2024

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: 12.5B vs. UGTCX (861M). HBLIX pays higher dividends than UGTCX: HBLIX (3.59) vs UGTCX (1.29). HBLIX was incepted earlier than UGTCX: HBLIX (15 years) vs UGTCX (4 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 : 20.75 vs. HBLIX (16.01).
HBLIXUGTCXHBLIX / UGTCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years4 years-
Gain YTD8.63213.71763%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B861M1,452%
Annual Yield % from dividends3.591.29279%
Returns for 1 year16.0120.7577%
Returns for 3 years-0.239.98-2%
Returns for 5 years16.86N/A-
Returns for 10 years40.34N/A-
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