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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Victory Growth and Tax Strategy Ins
Price$29.70
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets880.24M
HBLVX vs UGTIX Comparison Chart in %
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HBLVX vs. UGTIX commentary
Oct 08, 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 UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. UGTIX (880M). HBLVX pays higher dividends than UGTIX: HBLVX (3.54) vs UGTIX (1.77). HBLVX was incepted earlier than UGTIX: HBLVX (11 years) vs UGTIX (5 years). HBLVX (0.56) and UGTIX (0.55) have similar cost to investors . HBLVX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLVX has a lower initial minimum investment than UGTIX: HBLVX (0) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 9.53 vs. HBLVX (3.77). UGTIX return over 5 years is better than : 46.21 vs. HBLVX (18.77).
| HBLVX | UGTIX | HBLVX / UGTIX | |
| Total Expense Ratio | 0.56 | 0.54 | 104% |
| Annual Report Gross Expense Ratio | 0.56 | 0.55 | 102% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 9.348 | 8.523 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 880M | 1,352% |
| Annual Yield % from dividends | 3.54 | 1.77 | 200% |
| Returns for 1 year | 3.77 | 9.53 | 40% |
| Returns for 3 years | 26.41 | 48.80 | 54% |
| Returns for 5 years | 18.77 | 46.21 | 41% |
| Returns for 10 years | 51.33 | N/A | - |
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