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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy C
Price$28.66
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets862.07M
HBLSX vs UGTCX Comparison Chart in %
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HBLSX vs. UGTCX commentary
Sep 07, 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 StrongBuy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. UGTCX (862M). HBLSX pays higher dividends than UGTCX: HBLSX (3.17) vs UGTCX (0.89). 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 : 7.42 vs. HBLSX (3.49). UGTCX return over 5 years is better than : 34.95 vs. HBLSX (16.03).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | 0.96 | 1.58 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.72 | 56% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 8.163 | 4.597 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 862M | 1,381% |
| Annual Yield % from dividends | 3.17 | 0.89 | 356% |
| Returns for 1 year | 3.49 | 7.42 | 47% |
| Returns for 3 years | 18.48 | 33.34 | 55% |
| Returns for 5 years | 16.03 | 34.95 | 46% |
| Returns for 10 years | 46.85 | N/A | - |
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