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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
Hartford Balanced Income R4
Price$14.56
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets12.1B
Victory Growth and Tax Strategy C
Price$27.87
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets857.27M
HBLSX vs UGTCX Comparison Chart
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HBLSX vs. UGTCX commentary
Jan 22, 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: 12.1B vs. UGTCX (857M). HBLSX pays higher dividends than UGTCX: HBLSX (3.25) vs UGTCX (1.29). HBLSX was incepted earlier than UGTCX: HBLSX (15 years) vs UGTCX (5 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 : 12.75 vs. HBLSX (6.28).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 2.104 | 0.617 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 857M | 1,412% |
| Annual Yield % from dividends | 3.25 | 1.29 | 253% |
| Returns for 1 year | 6.28 | 12.75 | 49% |
| Returns for 3 years | 1.56 | 12.83 | 12% |
| Returns for 5 years | 8.41 | N/A | - |
| Returns for 10 years | 33.21 | N/A | - |
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