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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
Victory Growth and Tax Strategy C
Price$26.42
Change-$0.54 (-2.00%)
VolumeN/A
Net Assets826.74M
HBLYX vs UGTCX Comparison Chart
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HBLYX vs. UGTCX commentary
Apr 04, 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 Hold and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. UGTCX (827M). HBLYX pays higher dividends than UGTCX: HBLYX (3.53) vs UGTCX (0.88). HBLYX was incepted earlier than UGTCX: HBLYX (19 years) vs UGTCX (5 years). UGTCX (1.76) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (13.00). 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 : 5.40 vs. HBLYX (4.89).
| HBLYX | UGTCX | HBLYX / UGTCX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.76 | 38% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 3.380 | -1.932 | -175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 827M | 1,451% |
| Annual Yield % from dividends | 3.53 | 0.88 | 403% |
| Returns for 1 year | 4.89 | 5.40 | 91% |
| Returns for 3 years | 5.13 | 11.58 | 44% |
| Returns for 5 years | 30.28 | N/A | - |
| Returns for 10 years | 37.93 | N/A | - |
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