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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
Victory Growth and Tax Strategy C
Price$26.19
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets790.79M
HBLYX vs UGTCX Comparison Chart
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HBLYX vs. UGTCX commentary
Apr 26, 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 Buy and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. UGTCX (791M). HBLYX pays higher dividends than UGTCX: HBLYX (3.53) vs UGTCX (0.88). 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 (13.00). 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 : 3.39 vs. UGTCX (3.09).
| 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 | 0.364 | -5.678 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 791M | 1,454% |
| Annual Yield % from dividends | 3.53 | 0.88 | 403% |
| Returns for 1 year | 3.39 | 3.09 | 110% |
| Returns for 3 years | 5.23 | 12.63 | 41% |
| Returns for 5 years | 17.64 | N/A | - |
| Returns for 10 years | 32.56 | N/A | - |
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