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HBLIX vs UGTIX
HBLIX vs UGTIX Comparison
Open Charts HBLIX vs UGTIX
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
Victory Growth and Tax Strategy Ins
Price$26.70
Change-$0.54 (-1.98%)
VolumeN/A
Net Assets826.74M
HBLIX vs UGTIX Comparison Chart
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HBLIX vs. UGTIX commentary
Apr 04, 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 (827M). 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). UGTIX annual gain was more profitable for investors over the last year : 6.47 vs. HBLIX (4.92).
| 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 | 3.361 | -1.685 | -200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 827M | 1,451% |
| Annual Yield % from dividends | 3.60 | 1.80 | 201% |
| Returns for 1 year | 4.92 | 6.47 | 76% |
| Returns for 3 years | 5.17 | 15.08 | 34% |
| Returns for 5 years | 30.27 | N/A | - |
| Returns for 10 years | 37.48 | N/A | - |
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