HBLVX
Price
$15.25
Change
-$0.00 (-0.00%)
Updated
Aug 26 closing price
Net Assets
11.94B
UGTIX
Price
$28.82
Change
+$0.07 (+0.24%)
Updated
Aug 26 closing price
Net Assets
855.16M
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HBLVX vs UGTIX

Header iconHBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIXBanner chart's image
Hartford Balanced Income R6
Price$15.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.94B
Victory Growth and Tax Strategy Ins
Price$28.82
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets855.16M
HBLVX vs UGTIX Comparison Chart in %
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HBLVX vs. UGTIX commentary
Aug 27, 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 StrongBuy and UGTIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. UGTIX (855M). 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 : 6.47 vs. HBLVX (3.48). UGTIX return over 5 years is better than : 39.69 vs. HBLVX (17.89).
HBLVXUGTIXHBLVX / UGTIX
Total Expense Ratio0.560.54104%
Annual Report Gross Expense Ratio0.560.55102%
Fund Existence11 years5 years-
Gain YTD7.9604.353183%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B855M1,392%
Annual Yield % from dividends3.611.77203%
Returns for 1 year3.486.4754%
Returns for 3 years16.1232.6749%
Returns for 5 years17.8939.6945%
Returns for 10 years50.94N/A-
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