HBLYX
Price
$15.34
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
UGTCX
Price
$28.00
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
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HBLYX vs UGTCX

Header iconHBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCXBanner chart's image
Hartford Balanced Income Y
Price$15.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$28.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HBLYX vs UGTCX Comparison Chart
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HBLYX vs. UGTCX commentary
Nov 14, 2024

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: 12.5B vs. UGTCX (861M). HBLYX pays higher dividends than UGTCX: HBLYX (3.51) vs UGTCX (1.29). HBLYX was incepted earlier than UGTCX: HBLYX (18 years) vs UGTCX (4 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. UGTCX (15.00). UGTCX has a lower initial minimum investment than HBLYX: UGTCX (2500) vs HBLYX (250000). UGTCX annual gain was more profitable for investors over the last year : 20.75 vs. HBLYX (15.98).
HBLYXUGTCXHBLYX / UGTCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years4 years-
Gain YTD8.55213.71762%
Front LoadN/AN/A-
Min. Initial Investment250000250010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B861M1,452%
Annual Yield % from dividends3.511.29273%
Returns for 1 year15.9820.7577%
Returns for 3 years-0.219.98-2%
Returns for 5 years16.91N/A-
Returns for 10 years40.81N/A-
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