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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$15.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$28.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBLSX vs UGTCX Comparison Chart
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HBLSX vs. UGTCX commentary
Nov 14, 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: 12.5B vs. UGTCX (861M). HBLSX pays higher dividends than UGTCX: HBLSX (3.25) vs UGTCX (1.29). HBLSX was incepted earlier than UGTCX: HBLSX (14 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 : 20.75 vs. HBLSX (15.64).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 8.324 | 13.717 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 861M | 1,452% |
| Annual Yield % from dividends | 3.25 | 1.29 | 253% |
| Returns for 1 year | 15.64 | 20.75 | 75% |
| Returns for 3 years | -1.15 | 9.98 | -11% |
| Returns for 5 years | 15.24 | N/A | - |
| Returns for 10 years | 37.03 | N/A | - |
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