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HBLIX vs UGTIX
HBLIX vs UGTIX Comparison
Open Charts HBLIX vs UGTIX
Hartford Balanced Income I
Price$15.13
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
Victory Growth and Tax Strategy Ins
Price$29.47
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets871.08M
HBLIX vs UGTIX Comparison Chart in %
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HBLIX vs. UGTIX commentary
Sep 17, 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 UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. UGTIX (871M). HBLIX pays higher dividends than UGTIX: HBLIX (3.50) vs UGTIX (1.75). HBLIX was incepted earlier than UGTIX: HBLIX (16 years) vs UGTIX (5 years). HBLIX (0.65) is less costly to investors than UGTIX (0.55). 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 : 9.28 vs. HBLIX (2.77). UGTIX return over 5 years is better than : 46.52 vs. HBLIX (17.70).
| HBLIX | UGTIX | HBLIX / UGTIX | |
| Total Expense Ratio | 0.65 | 0.54 | 120% |
| Annual Report Gross Expense Ratio | 0.65 | 0.55 | 118% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 8.750 | 7.574 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 871M | 1,378% |
| Annual Yield % from dividends | 3.50 | 1.75 | 200% |
| Returns for 1 year | 2.77 | 9.28 | 30% |
| Returns for 3 years | 20.08 | 42.06 | 48% |
| Returns for 5 years | 17.70 | 46.52 | 38% |
| Returns for 10 years | 51.27 | N/A | - |
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