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HBLIX vs UGTIX
HBLIX vs UGTIX Comparison
Open Charts HBLIX vs UGTIX
Hartford Balanced Income I
Price$15.04
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy Ins
Price$28.03
Change-$0.21 (-0.74%)
VolumeN/A
CapitalizationN/A
HBLIX vs UGTIX Comparison Chart
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HBLIX vs. UGTIX commentary
Nov 18, 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 Buy and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.4B vs. UGTIX (854M). HBLIX pays higher dividends than UGTIX: HBLIX (3.59) vs UGTIX (2.10). HBLIX was incepted earlier than UGTIX: HBLIX (15 years) vs UGTIX (4 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. UGTIX (15.00). 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 : 20.48 vs. HBLIX (15.49).
| HBLIX | UGTIX | HBLIX / UGTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 8.057 | 13.742 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 854M | 1,452% |
| Annual Yield % from dividends | 3.59 | 2.10 | 171% |
| Returns for 1 year | 15.49 | 20.48 | 76% |
| Returns for 3 years | -0.34 | 12.35 | -3% |
| Returns for 5 years | 16.24 | N/A | - |
| Returns for 10 years | 39.40 | N/A | - |
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