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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$14.39
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
Victory Growth and Tax Strategy C
Price$27.03
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets823.78M
HBLSX vs UGTCX Comparison Chart
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HBLSX vs. UGTCX commentary
May 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 Buy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. UGTCX (824M). HBLSX pays higher dividends than UGTCX: HBLSX (3.30) vs UGTCX (0.88). 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). UGTCX annual gain was more profitable for investors over the last year : 4.66 vs. HBLSX (1.78).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | 0.96 | 1.58 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.76 | 55% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 1.837 | -1.532 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 824M | 1,408% |
| Annual Yield % from dividends | 3.30 | 0.88 | 374% |
| Returns for 1 year | 1.78 | 4.66 | 38% |
| Returns for 3 years | 8.42 | 24.19 | 35% |
| Returns for 5 years | 16.51 | N/A | - |
| Returns for 10 years | 31.72 | N/A | - |
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