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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$14.69
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets12.1B
Victory Growth and Tax Strategy C
Price$27.87
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets857.27M
HBLYX vs UGTCX Comparison Chart
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HBLYX vs. UGTCX commentary
Jan 22, 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: 12.1B 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 (5 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 : 12.75 vs. HBLYX (6.53).
| HBLYX | UGTCX | HBLYX / UGTCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 2.085 | 0.617 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 857M | 1,412% |
| Annual Yield % from dividends | 3.51 | 1.29 | 273% |
| Returns for 1 year | 6.53 | 12.75 | 51% |
| Returns for 3 years | 2.50 | 12.83 | 19% |
| Returns for 5 years | 9.90 | N/A | - |
| Returns for 10 years | 36.92 | N/A | - |
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