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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy Ins
Price$27.87
Change-$0.51 (-1.80%)
VolumeN/A
CapitalizationN/A
HBLYX vs UGTIX Comparison Chart
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HBLYX vs. UGTIX commentary
Dec 19, 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 Hold and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTIX (864M). 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 : 16.37 vs. HBLYX (9.02).
| 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 | 7.844 | 15.731 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 864M | 1,366% |
| Annual Yield % from dividends | 3.51 | 2.10 | 167% |
| Returns for 1 year | 9.02 | 16.37 | 55% |
| Returns for 3 years | 4.49 | 14.78 | 30% |
| Returns for 5 years | 15.15 | N/A | - |
| Returns for 10 years | 41.42 | N/A | - |
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