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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$15.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy Ins
Price$27.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLYX vs UGTIX Comparison Chart
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HBLYX vs. UGTIX commentary
Sep 16, 2024
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 Sell and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.7B vs. UGTIX (835M). HBLYX pays higher dividends than UGTIX: HBLYX (3.51) vs UGTIX (2.10). HBLYX was incepted earlier than UGTIX: HBLYX (18 years) vs UGTIX (4 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 : 18.27 vs. HBLYX (13.95).
| HBLYX | UGTIX | HBLYX / UGTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 8.272 | 11.476 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 835M | 1,521% |
| Annual Yield % from dividends | 3.51 | 2.10 | 167% |
| Returns for 1 year | 13.95 | 18.27 | 76% |
| Returns for 3 years | 0.51 | 12.94 | 4% |
| Returns for 5 years | 18.93 | N/A | - |
| Returns for 10 years | 41.80 | N/A | - |
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