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HBLTX vs UGTCX
HBLTX vs UGTCX Comparison
Open Charts HBLTX vs UGTCX
Hartford Balanced Income R5
Price$15.19
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy C
Price$28.66
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets862.07M
HBLTX vs UGTCX Comparison Chart in %
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HBLTX vs. UGTCX commentary
Sep 07, 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 HBLTX is a StrongBuy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. UGTCX (862M). HBLTX pays higher dividends than UGTCX: HBLTX (3.46) vs UGTCX (0.89). HBLTX was incepted earlier than UGTCX: HBLTX (15 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLTX has a lower initial minimum investment than UGTCX: HBLTX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 7.42 vs. HBLTX (3.74). UGTCX return over 5 years is better than : 34.95 vs. HBLTX (17.68).
| HBLTX | UGTCX | HBLTX / UGTCX | |
| Total Expense Ratio | 0.66 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.66 | 1.72 | 38% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 8.322 | 4.597 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 862M | 1,381% |
| Annual Yield % from dividends | 3.46 | 0.89 | 388% |
| Returns for 1 year | 3.74 | 7.42 | 50% |
| Returns for 3 years | 19.47 | 33.34 | 58% |
| Returns for 5 years | 17.68 | 34.95 | 51% |
| Returns for 10 years | 50.50 | N/A | - |
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