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HBLIX
Price
$15.14
Change
+$0.06 (+0.40%)
Updated
Nov 21 closing price
UGTCX
Price
$27.92
Change
+$0.06 (+0.22%)
Updated
Nov 21 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$15.14
Change+$0.06 (+0.40%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.92
Change+$0.06 (+0.22%)
VolumeN/A
CapitalizationN/A
HBLIX vs UGTCX Comparison Chart
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HBLIX vs. UGTCX commentary
Nov 22, 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: 12.4B vs. UGTCX (857M). 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 : 18.66 vs. HBLIX (15.23).
HBLIXUGTCXHBLIX / UGTCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years4 years-
Gain YTD8.77613.22966%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets12.4B857M1,447%
Annual Yield % from dividends3.591.29279%
Returns for 1 year15.2318.6682%
Returns for 3 years0.749.558%
Returns for 5 years17.09N/A-
Returns for 10 years39.71N/A-
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