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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$15.11
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy C
Price$29.55
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets879.25M
HBLIX vs UGTCX Comparison Chart in %
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HBLIX vs. UGTCX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. UGTCX (879M). HBLIX pays higher dividends than UGTCX: HBLIX (3.51) vs UGTCX (0.91). HBLIX was incepted earlier than UGTCX: HBLIX (16 years) vs UGTCX (5 years). UGTCX (1.72) 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). UGTCX annual gain was more profitable for investors over the last year : 6.92 vs. HBLIX (2.44). UGTCX return over 5 years is better than : 37.96 vs. HBLIX (17.32).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | 0.65 | 1.58 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.72 | 38% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 8.982 | 7.612 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 3.51 | 0.91 | 385% |
| Returns for 1 year | 2.44 | 6.92 | 35% |
| Returns for 3 years | 25.08 | 42.75 | 59% |
| Returns for 5 years | 17.32 | 37.96 | 46% |
| Returns for 10 years | 48.34 | N/A | - |
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