Ad is loading...
HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.15B
Victory Growth and Tax Strategy C
Price$27.92
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets868.88M
HBLSX vs UGTCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. UGTCX commentary
Feb 23, 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: 12.1B vs. UGTCX (869M). HBLSX pays higher dividends than UGTCX: HBLSX (3.25) vs UGTCX (1.29). HBLSX was incepted earlier than UGTCX: HBLSX (15 years) vs UGTCX (5 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. UGTCX (15.00). 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 : 12.67 vs. HBLSX (6.63).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.086 | 2.323 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 869M | 1,392% |
| Annual Yield % from dividends | 3.25 | 1.29 | 253% |
| Returns for 1 year | 6.63 | 12.67 | 52% |
| Returns for 3 years | 4.52 | 16.72 | 27% |
| Returns for 5 years | 8.67 | N/A | - |
| Returns for 10 years | 33.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSLS | 9.33 | 0.43 | +4.83% |
| Direxion Daily TSLA Bear 1X Shares | |||
| ACWV | 113.87 | -0.32 | -0.28% |
| iShares MSCI Global Min Vol Factor ETF | |||
| FICS | 36.46 | -0.22 | -0.60% |
| First Trust Intl Developed Cap Strth ETF | |||
| AVIV | 55.70 | -0.44 | -0.78% |
| Avantis International Large Cap Val ETF | |||
| IDAT | 34.27 | -1.10 | -3.11% |
| iShares Future Cloud 5G and Tech ETF | |||