HBLYX
Price
$15.08
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
UGTCX
Price
$28.13
Change
+$0.07 (+0.25%)
Updated
Jul 25 closing price
Net Assets
847.11M
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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$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy C
Price$28.13
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets847.11M
HBLYX vs UGTCX Comparison Chart in %
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HBLYX vs. UGTCX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. UGTCX (847M). HBLYX pays higher dividends than UGTCX: HBLYX (3.51) vs UGTCX (0.91). HBLYX was incepted earlier than UGTCX: HBLYX (19 years) vs UGTCX (5 years). UGTCX (1.72) 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). UGTCX annual gain was more profitable for investors over the last year : 6.71 vs. HBLYX (5.38). UGTCX return over 5 years is better than : 36.43 vs. HBLYX (16.51).
HBLYXUGTCXHBLYX / UGTCX
Total Expense Ratio0.671.5842%
Annual Report Gross Expense Ratio0.671.7239%
Fund Existence19 years5 years-
Gain YTD6.7032.407278%
Front LoadN/AN/A-
Min. Initial Investment250000250010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B847M1,405%
Annual Yield % from dividends3.510.91387%
Returns for 1 year5.386.7180%
Returns for 3 years15.4628.1355%
Returns for 5 years16.5136.4345%
Returns for 10 years45.27N/A-
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