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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
Victory Growth and Tax Strategy C
Price$26.42
Change-$0.54 (-2.00%)
VolumeN/A
Net Assets826.74M
HBLSX vs UGTCX Comparison Chart
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HBLSX vs. UGTCX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. UGTCX (827M). 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 : 5.40 vs. HBLSX (4.55).
| 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 | 3.251 | -1.932 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 827M | 1,451% |
| Annual Yield % from dividends | 3.26 | 0.88 | 372% |
| Returns for 1 year | 4.55 | 5.40 | 84% |
| Returns for 3 years | 4.10 | 11.58 | 35% |
| Returns for 5 years | 28.44 | N/A | - |
| Returns for 10 years | 34.03 | N/A | - |
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