HBLIX
Price
$14.79
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
UGTCX
Price
$28.09
Change
+$0.09 (+0.32%)
Updated
Jul 3 closing price
Net Assets
850.75M
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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$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.09
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLIX vs UGTCX Comparison Chart in %
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HBLIX vs. UGTCX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. UGTCX (851M). 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 (1.76) 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). HBLIX annual gain was more profitable for investors over the last year : 6.97 vs. UGTCX (5.83). UGTCX return over 5 years is better than : 39.59 vs. HBLIX (19.44).
HBLIXUGTCXHBLIX / UGTCX
Total Expense Ratio0.651.5841%
Annual Report Gross Expense Ratio0.651.7637%
Fund Existence15 years5 years-
Gain YTD6.2362.516248%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets12B851M1,410%
Annual Yield % from dividends3.580.91395%
Returns for 1 year6.975.83120%
Returns for 3 years17.0630.9255%
Returns for 5 years19.4439.5949%
Returns for 10 years44.23N/A-
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