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HBLVX vs UGTAX
HBLVX vs UGTAX Comparison
Open Charts HBLVX vs UGTAX
Hartford Balanced Income R6
Price$15.03
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.84B
Victory Growth and Tax Strategy A
Price$28.64
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets856.21M
HBLVX vs UGTAX Comparison Chart in %
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HBLVX vs. UGTAX commentary
Aug 10, 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 HBLVX is a Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. UGTAX (856M). HBLVX pays higher dividends than UGTAX: HBLVX (3.61) vs UGTAX (1.53). HBLVX was incepted earlier than UGTAX: HBLVX (11 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLVX has a lower initial minimum investment than UGTAX: HBLVX (0) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 9.05 vs. HBLVX (5.22). UGTAX return over 5 years is better than : 39.49 vs. HBLVX (15.35).
| HBLVX | UGTAX | HBLVX / UGTAX | |
| Total Expense Ratio | 0.56 | 0.83 | 67% |
| Annual Report Gross Expense Ratio | 0.56 | 0.91 | 62% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 6.402 | 4.051 | 158% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 856M | 1,379% |
| Annual Yield % from dividends | 3.61 | 1.53 | 237% |
| Returns for 1 year | 5.22 | 9.05 | 58% |
| Returns for 3 years | 13.75 | 28.99 | 47% |
| Returns for 5 years | 15.35 | 39.49 | 39% |
| Returns for 10 years | 45.13 | N/A | - |
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