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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$14.37
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.7B
Victory Growth and Tax Strategy C
Price$26.52
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets807.05M
HBLSX vs UGTCX Comparison Chart
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HBLSX vs. UGTCX commentary
May 01, 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: 11.7B vs. UGTCX (807M). HBLSX pays higher dividends than UGTCX: HBLSX (3.26) 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 (13.00). 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 : 5.66 vs. HBLSX (4.86).
| 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 | 1.766 | -3.751 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 807M | 1,450% |
| Annual Yield % from dividends | 3.26 | 0.88 | 372% |
| Returns for 1 year | 4.86 | 5.66 | 86% |
| Returns for 3 years | 7.68 | 17.14 | 45% |
| Returns for 5 years | 18.37 | N/A | - |
| Returns for 10 years | 31.53 | N/A | - |
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