HBLSX
Price
$14.37
Change
+$0.08 (+0.56%)
Updated
Dec 20 closing price
UGTCX
Price
$27.61
Change
+$0.16 (+0.58%)
Updated
Dec 20 closing price
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HBLSX vs UGTCX

Header iconHBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCXBanner chart's image
Hartford Balanced Income R4
Price$14.37
Change+$0.08 (+0.56%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.61
Change+$0.16 (+0.58%)
VolumeN/A
CapitalizationN/A
HBLSX vs UGTCX Comparison Chart
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HBLSX vs. UGTCX commentary
Dec 23, 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 Hold and UGTCX is a Buy.

FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. UGTCX (850M). 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 : 12.71 vs. HBLSX (3.25).
HBLSXUGTCXHBLSX / UGTCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years4 years-
Gain YTD2.40912.34720%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12B850M1,412%
Annual Yield % from dividends3.251.29253%
Returns for 1 year3.2512.7126%
Returns for 3 years-1.278.82-14%
Returns for 5 years7.79N/A-
Returns for 10 years30.68N/A-
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