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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$14.84
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Victory Growth and Tax Strategy C
Price$27.44
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets829.57M
HBLYX vs UGTCX Comparison Chart
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HBLYX vs. UGTCX commentary
Jun 15, 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 HBLYX is a StrongBuy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTCX (830M). HBLYX pays higher dividends than UGTCX: HBLYX (3.53) vs UGTCX (0.86). HBLYX was incepted earlier than UGTCX: HBLYX (19 years) vs UGTCX (5 years). UGTCX (1.76) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than HBLYX: UGTCX (2500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 4.74 vs. UGTCX (3.86).
| HBLYX | UGTCX | HBLYX / UGTCX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.76 | 38% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 4.081 | -0.186 | -2,197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 3.53 | 0.86 | 410% |
| Returns for 1 year | 4.74 | 3.86 | 123% |
| Returns for 3 years | 16.70 | 30.04 | 56% |
| Returns for 5 years | 17.48 | N/A | - |
| Returns for 10 years | 40.09 | N/A | - |
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