Ad is loading...
HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$14.31
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets11.5B
Victory Growth and Tax Strategy Ins
Price$26.22
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets780.9M
HBLYX vs UGTIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. UGTIX commentary
Apr 25, 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 Buy and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. UGTIX (781M). 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). HBLYX (2.81) and UGTIX (2.70) have marching annual gain over last year.
| 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 | -0.057 | -6.593 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 781M | 1,472% |
| Annual Yield % from dividends | 3.53 | 1.80 | 196% |
| Returns for 1 year | 2.81 | 2.70 | 104% |
| Returns for 3 years | 5.00 | 14.95 | 33% |
| Returns for 5 years | 17.15 | N/A | - |
| Returns for 10 years | 31.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...