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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.09
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLYX vs UGTCX Comparison Chart in %
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HBLYX vs. UGTCX commentary
Jul 06, 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: 12B vs. UGTCX (851M). 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 (1.76) 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). HBLYX annual gain was more profitable for investors over the last year : 6.98 vs. UGTCX (5.83). UGTCX return over 5 years is better than : 39.59 vs. HBLYX (19.46).
| 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 | 6.278 | 2.516 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.51 | 0.91 | 387% |
| Returns for 1 year | 6.98 | 5.83 | 120% |
| Returns for 3 years | 17.09 | 30.92 | 55% |
| Returns for 5 years | 19.46 | 39.59 | 49% |
| Returns for 10 years | 44.69 | N/A | - |
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