HBLSX
Price
$14.88
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
UGTCX
Price
$28.09
Change
+$0.09 (+0.32%)
Updated
Jul 3 closing price
Net Assets
850.75M
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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$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.09
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLSX vs UGTCX Comparison Chart in %
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HBLSX vs. UGTCX commentary
Jul 06, 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: 12B vs. UGTCX (851M). 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 (1.76) 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). HBLSX annual gain was more profitable for investors over the last year : 6.57 vs. UGTCX (5.83). UGTCX return over 5 years is better than : 39.59 vs. HBLSX (17.66).
HBLSXUGTCXHBLSX / UGTCX
Total Expense Ratio0.961.5861%
Annual Report Gross Expense Ratio0.961.7655%
Fund Existence15 years5 years-
Gain YTD6.0962.516242%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12B851M1,410%
Annual Yield % from dividends3.240.91357%
Returns for 1 year6.575.83113%
Returns for 3 years15.9730.9252%
Returns for 5 years17.6639.5945%
Returns for 10 years40.59N/A-
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