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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$14.74
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy Ins
Price$27.70
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets832.36M
HBLYX vs UGTIX Comparison Chart
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HBLYX vs. UGTIX commentary
Jun 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 StrongBuy and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTIX (832M). HBLYX pays higher dividends than UGTIX: HBLYX (3.53) vs UGTIX (1.76). 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 (17.00). 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 : 6.11 vs. HBLYX (3.82).
| 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 | 3.520 | 0.084 | 4,199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 832M | 1,418% |
| Annual Yield % from dividends | 3.53 | 1.76 | 200% |
| Returns for 1 year | 3.82 | 6.11 | 63% |
| Returns for 3 years | 9.12 | 24.89 | 37% |
| Returns for 5 years | 13.50 | N/A | - |
| Returns for 10 years | 39.75 | N/A | - |
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