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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$14.98
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.83B
Victory Growth and Tax Strategy Ins
Price$28.62
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets850.82M
HBLVX vs UGTIX Comparison Chart in %
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HBLVX 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 HBLVX is a Hold and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. UGTIX (851M). HBLVX pays higher dividends than UGTIX: HBLVX (3.61) 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 : 8.99 vs. HBLVX (5.29). UGTIX return over 5 years is better than : 40.51 vs. HBLVX (15.12).
| 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 | 6.190 | 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 | 3.61 | 1.77 | 203% |
| Returns for 1 year | 5.29 | 8.99 | 59% |
| Returns for 3 years | 13.67 | 28.83 | 47% |
| Returns for 5 years | 15.12 | 40.51 | 37% |
| Returns for 10 years | 45.05 | N/A | - |
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