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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
Victory Growth and Tax Strategy Ins
Price$28.24
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets862.81M
HBLYX vs UGTIX Comparison Chart
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HBLYX vs. UGTIX commentary
Feb 23, 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: 12.1B vs. UGTIX (863M). HBLYX pays higher dividends than UGTIX: HBLYX (3.51) vs UGTIX (2.10). HBLYX was incepted earlier than UGTIX: HBLYX (19 years) vs UGTIX (5 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. UGTIX (15.00). 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 : 11.49 vs. HBLYX (6.80).
| HBLYX | UGTIX | HBLYX / UGTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 2.988 | 1.510 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 863M | 1,402% |
| Annual Yield % from dividends | 3.51 | 2.10 | 167% |
| Returns for 1 year | 6.80 | 11.49 | 59% |
| Returns for 3 years | 5.40 | 19.80 | 27% |
| Returns for 5 years | 10.09 | N/A | - |
| Returns for 10 years | 36.83 | N/A | - |
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