HBLIX
Price
$14.30
Change
+$0.08 (+0.56%)
Updated
Dec 20 closing price
UGTCX
Price
$27.61
Change
+$0.16 (+0.58%)
Updated
Dec 20 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$14.30
Change+$0.08 (+0.56%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.61
Change+$0.16 (+0.58%)
VolumeN/A
CapitalizationN/A
HBLIX vs UGTCX Comparison Chart
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HBLIX vs. UGTCX commentary
Dec 23, 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 Hold and UGTCX is a Buy.

FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. UGTCX (850M). 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 : 12.71 vs. HBLIX (3.60).
HBLIXUGTCXHBLIX / UGTCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years4 years-
Gain YTD2.74012.34722%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets12B850M1,412%
Annual Yield % from dividends3.591.29279%
Returns for 1 year3.6012.7128%
Returns for 3 years-0.298.82-3%
Returns for 5 years9.34N/A-
Returns for 10 years33.90N/A-
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