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HBLAX vs UGTCX
HBLAX vs UGTCX Comparison
Open Charts HBLAX vs UGTCX
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy C
Price$29.67
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets885.79M
HBLAX vs UGTCX Comparison Chart in %
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HBLAX vs. UGTCX commentary
Nov 14, 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 HBLAX is a Buy and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. UGTCX (886M). HBLAX pays higher dividends than UGTCX: HBLAX (3.29) vs UGTCX (0.89). HBLAX was incepted earlier than UGTCX: HBLAX (19 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLAX has a lower initial minimum investment than UGTCX: HBLAX (2000) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 7.89 vs. HBLAX (3.28). UGTCX return over 5 years is better than : 37.74 vs. HBLAX (13.61).
| HBLAX | UGTCX | HBLAX / UGTCX | |
| Total Expense Ratio | 0.89 | 1.58 | 56% |
| Annual Report Gross Expense Ratio | 0.89 | 1.72 | 52% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 9.012 | 9.442 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 886M | 1,321% |
| Annual Yield % from dividends | 3.29 | 0.89 | 368% |
| Returns for 1 year | 3.28 | 7.89 | 42% |
| Returns for 3 years | 18.19 | 40.89 | 44% |
| Returns for 5 years | 13.61 | 37.74 | 36% |
| Returns for 10 years | 45.05 | N/A | - |
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