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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$14.52
Change+$0.09 (+0.62%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy C
Price$27.61
Change+$0.16 (+0.58%)
VolumeN/A
CapitalizationN/A
HBLYX vs UGTCX Comparison Chart
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HBLYX vs. UGTCX commentary
Dec 23, 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 Hold and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. UGTCX (850M). 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 : 12.71 vs. HBLYX (3.66).
| 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 | 2.749 | 12.347 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 850M | 1,412% |
| Annual Yield % from dividends | 3.51 | 1.29 | 273% |
| Returns for 1 year | 3.66 | 12.71 | 29% |
| Returns for 3 years | -0.26 | 8.82 | -3% |
| Returns for 5 years | 9.42 | N/A | - |
| Returns for 10 years | 34.44 | N/A | - |
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