HBLSX
Price
$14.93
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
UGTCX
Price
$28.13
Change
+$0.07 (+0.25%)
Updated
Jul 25 closing price
Net Assets
847.11M
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HBLSX vs UGTCX

Header iconHBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCXBanner chart's image
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy C
Price$28.13
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets847.11M
HBLSX vs UGTCX Comparison Chart in %
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HBLSX vs. UGTCX commentary
Jul 27, 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 HBLSX is a Buy and UGTCX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. UGTCX (847M). HBLSX pays higher dividends than UGTCX: HBLSX (3.24) vs UGTCX (0.91). HBLSX was incepted earlier than UGTCX: HBLSX (15 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLSX has a lower initial minimum investment than UGTCX: HBLSX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 6.71 vs. HBLSX (4.97). UGTCX return over 5 years is better than : 36.43 vs. HBLSX (14.73).
HBLSXUGTCXHBLSX / UGTCX
Total Expense Ratio0.961.5861%
Annual Report Gross Expense Ratio0.961.7256%
Fund Existence15 years5 years-
Gain YTD6.4522.407268%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B847M1,405%
Annual Yield % from dividends3.240.91357%
Returns for 1 year4.976.7174%
Returns for 3 years14.3428.1351%
Returns for 5 years14.7336.4340%
Returns for 10 years41.17N/A-
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