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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
Victory Growth and Tax Strategy Ins
Price$26.70
Change-$0.54 (-1.98%)
VolumeN/A
Net Assets826.74M
HBLYX vs UGTIX Comparison Chart
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HBLYX vs. UGTIX 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 UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. UGTIX (827M). HBLYX pays higher dividends than UGTIX: HBLYX (3.53) vs UGTIX (1.80). HBLYX was incepted earlier than UGTIX: HBLYX (19 years) vs UGTIX (5 years). HBLYX (0.67) is less costly to investors than UGTIX (0.54). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (13.00). HBLYX has a lower initial minimum investment than UGTIX: HBLYX (250000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 6.47 vs. HBLYX (4.89).
| HBLYX | UGTIX | HBLYX / UGTIX | |
| Total Expense Ratio | 0.67 | 0.54 | 124% |
| Annual Report Gross Expense Ratio | 0.67 | 0.54 | 124% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 3.380 | -1.685 | -201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 827M | 1,451% |
| Annual Yield % from dividends | 3.53 | 1.80 | 196% |
| Returns for 1 year | 4.89 | 6.47 | 76% |
| Returns for 3 years | 5.13 | 15.08 | 34% |
| Returns for 5 years | 30.28 | N/A | - |
| Returns for 10 years | 37.93 | N/A | - |
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