HBLIX
Price
$14.10
Change
+$0.07 (+0.50%)
Updated
Apr 23 closing price
Net Assets
11.5B
UGTIX
Price
$26.22
Change
+$0.34 (+1.31%)
Updated
Apr 23 closing price
Net Assets
780.9M
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HBLIX vs UGTIX

Header iconHBLIX vs UGTIX Comparison
Open Charts HBLIX vs UGTIXBanner chart's image
Hartford Balanced Income I
Price$14.10
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets11.5B
Victory Growth and Tax Strategy Ins
Price$26.22
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets780.9M
HBLIX vs UGTIX Comparison Chart
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HBLIX vs. UGTIX commentary
Apr 25, 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 UGTIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.5B vs. UGTIX (781M). HBLIX pays higher dividends than UGTIX: HBLIX (3.60) vs UGTIX (1.80). HBLIX was incepted earlier than UGTIX: HBLIX (15 years) vs UGTIX (5 years). HBLIX (0.65) is less costly to investors than UGTIX (0.54). HBLIX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (13.00). HBLIX has a lower initial minimum investment than UGTIX: HBLIX (2000) vs UGTIX (1000000). HBLIX (2.74) and UGTIX (2.70) have marching annual gain over last year.
HBLIXUGTIXHBLIX / UGTIX
Total Expense Ratio0.650.54120%
Annual Report Gross Expense Ratio0.650.54120%
Fund Existence15 years5 years-
Gain YTD-0.127-6.5932%
Front LoadN/AN/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.5B781M1,472%
Annual Yield % from dividends3.601.80201%
Returns for 1 year2.742.70102%
Returns for 3 years4.9614.9533%
Returns for 5 years17.07N/A-
Returns for 10 years31.40N/A-
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