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HBLTX vs UGTIX
HBLTX vs UGTIX Comparison
Open Charts HBLTX vs UGTIX
Hartford Balanced Income R5
Price$14.86
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.83B
Victory Growth and Tax Strategy Ins
Price$28.62
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets850.82M
HBLTX vs UGTIX Comparison Chart in %
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HBLTX vs. UGTIX commentary
Aug 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 Hold and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. UGTIX (851M). HBLTX pays higher dividends than UGTIX: HBLTX (3.54) vs UGTIX (1.77). HBLTX was incepted earlier than UGTIX: HBLTX (15 years) vs UGTIX (5 years). HBLTX (0.66) is less costly to investors than UGTIX (0.55). HBLTX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLTX has a lower initial minimum investment than UGTIX: HBLTX (0) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 8.99 vs. HBLTX (5.15). UGTIX return over 5 years is better than : 40.51 vs. HBLTX (14.51).
| HBLTX | UGTIX | HBLTX / UGTIX | |
| Total Expense Ratio | 0.66 | 0.54 | 122% |
| Annual Report Gross Expense Ratio | 0.66 | 0.55 | 120% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.182 | 3.482 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 851M | 1,387% |
| Annual Yield % from dividends | 3.54 | 1.77 | 200% |
| Returns for 1 year | 5.15 | 8.99 | 57% |
| Returns for 3 years | 13.28 | 28.83 | 46% |
| Returns for 5 years | 14.51 | 40.51 | 36% |
| Returns for 10 years | 43.68 | N/A | - |
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