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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$15.22
Change+$0.06 (+0.40%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.92
Change+$0.06 (+0.22%)
VolumeN/A
CapitalizationN/A
HBLSX vs UGTCX Comparison Chart
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HBLSX vs. UGTCX commentary
Nov 22, 2024
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: 12.4B vs. UGTCX (857M). HBLSX pays higher dividends than UGTCX: HBLSX (3.25) vs UGTCX (1.29). HBLSX was incepted earlier than UGTCX: HBLSX (15 years) vs UGTCX (4 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 : 18.66 vs. HBLSX (14.86).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 8.467 | 13.229 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 857M | 1,447% |
| Annual Yield % from dividends | 3.25 | 1.29 | 253% |
| Returns for 1 year | 14.86 | 18.66 | 80% |
| Returns for 3 years | -0.19 | 9.55 | -2% |
| Returns for 5 years | 15.46 | N/A | - |
| Returns for 10 years | 36.32 | N/A | - |
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