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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
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.
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).
| 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 | 6.452 | 2.407 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 847M | 1,405% |
| Annual Yield % from dividends | 3.24 | 0.91 | 357% |
| Returns for 1 year | 4.97 | 6.71 | 74% |
| Returns for 3 years | 14.34 | 28.13 | 51% |
| Returns for 5 years | 14.73 | 36.43 | 40% |
| Returns for 10 years | 41.17 | N/A | - |
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