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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$15.21
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy C
Price$29.55
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets879.25M
HBLSX vs UGTCX Comparison Chart in %
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HBLSX vs. UGTCX commentary
Oct 21, 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 Hold and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. UGTCX (879M). HBLSX pays higher dividends than UGTCX: HBLSX (3.18) vs UGTCX (0.91). HBLSX was incepted earlier than UGTCX: HBLSX (15 years) vs UGTCX (5 years). UGTCX (1.72) 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 : 6.92 vs. HBLSX (2.03). UGTCX return over 5 years is better than : 37.96 vs. HBLSX (16.69).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | 0.96 | 1.58 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.72 | 56% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 8.741 | 7.612 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 3.18 | 0.91 | 349% |
| Returns for 1 year | 2.03 | 6.92 | 29% |
| Returns for 3 years | 24.82 | 42.75 | 58% |
| Returns for 5 years | 16.69 | 37.96 | 44% |
| Returns for 10 years | 42.58 | N/A | - |
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