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HBLVX vs UGTCX
HBLVX vs UGTCX Comparison
Open Charts HBLVX vs UGTCX
Hartford Balanced Income R6
Price$15.34
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy C
Price$29.55
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets879.25M
HBLVX vs UGTCX Comparison Chart in %
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HBLVX vs. UGTCX commentary
Oct 21, 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 UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. UGTCX (879M). HBLVX pays higher dividends than UGTCX: HBLVX (3.54) vs UGTCX (0.91). HBLVX was incepted earlier than UGTCX: HBLVX (11 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLVX has a lower initial minimum investment than UGTCX: HBLVX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 6.92 vs. HBLVX (2.56). UGTCX return over 5 years is better than : 37.96 vs. HBLVX (17.91).
| HBLVX | UGTCX | HBLVX / UGTCX | |
| Total Expense Ratio | 0.56 | 1.58 | 35% |
| Annual Report Gross Expense Ratio | 0.56 | 1.72 | 33% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 9.062 | 7.612 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 3.54 | 0.91 | 388% |
| Returns for 1 year | 2.56 | 6.92 | 37% |
| Returns for 3 years | 25.52 | 42.75 | 60% |
| Returns for 5 years | 17.91 | 37.96 | 47% |
| Returns for 10 years | 49.80 | N/A | - |
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