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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$15.36
Change+$0.07 (+0.46%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.92
Change+$0.06 (+0.22%)
VolumeN/A
CapitalizationN/A
HBLYX vs UGTCX Comparison Chart
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HBLYX vs. UGTCX commentary
Nov 22, 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: 12.4B vs. UGTCX (857M). 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 : 18.66 vs. HBLYX (15.20).
| HBLYX | UGTCX | HBLYX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 8.693 | 13.229 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 857M | 1,447% |
| Annual Yield % from dividends | 3.51 | 1.29 | 273% |
| Returns for 1 year | 15.20 | 18.66 | 81% |
| Returns for 3 years | 0.75 | 9.55 | 8% |
| Returns for 5 years | 17.07 | N/A | - |
| Returns for 10 years | 40.18 | N/A | - |
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