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HBLIX vs UGTIX
HBLIX vs UGTIX Comparison
Open Charts HBLIX vs UGTIX
Hartford Balanced Income I
Price$14.32
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
Victory Growth and Tax Strategy Ins
Price$27.39
Change-$0.26 (-0.94%)
VolumeN/A
Net Assets831.77M
HBLIX vs UGTIX Comparison Chart
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HBLIX vs. UGTIX commentary
May 22, 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.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. UGTIX (832M). HBLIX pays higher dividends than UGTIX: HBLIX (3.65) vs UGTIX (1.81). 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 (17.00). HBLIX has a lower initial minimum investment than UGTIX: HBLIX (2000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 6.52 vs. HBLIX (3.05).
| HBLIX | UGTIX | HBLIX / UGTIX | |
| Total Expense Ratio | 0.65 | 0.54 | 120% |
| Annual Report Gross Expense Ratio | 0.65 | 0.54 | 120% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.076 | -0.205 | -1,501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 832M | 1,418% |
| Annual Yield % from dividends | 3.65 | 1.81 | 201% |
| Returns for 1 year | 3.05 | 6.52 | 47% |
| Returns for 3 years | 11.31 | 30.55 | 37% |
| Returns for 5 years | 19.53 | N/A | - |
| Returns for 10 years | 36.50 | N/A | - |
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