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HBLIX vs UGTIX
HBLIX vs UGTIX Comparison
Open Charts HBLIX vs UGTIX
Hartford Balanced Income I
Price$14.71
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets11.86B
Victory Growth and Tax Strategy Ins
Price$28.35
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets848.75M
HBLIX vs UGTIX Comparison Chart in %
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HBLIX vs. UGTIX commentary
Jul 13, 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: 11.9B vs. UGTIX (849M). HBLIX pays higher dividends than UGTIX: HBLIX (3.58) vs UGTIX (1.79). 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 : 5.91 vs. HBLIX (4.71). UGTIX return over 5 years is better than : 44.97 vs. HBLIX (18.47).
| 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 | 5.661 | 2.902 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.58 | 1.79 | 200% |
| Returns for 1 year | 4.71 | 5.91 | 80% |
| Returns for 3 years | 16.92 | 34.14 | 50% |
| Returns for 5 years | 18.47 | 44.97 | 41% |
| Returns for 10 years | 42.70 | N/A | - |
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