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HBLCX vs UGTAX
HBLCX vs UGTAX Comparison
Open Charts HBLCX vs UGTAX
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
Victory Growth and Tax Strategy A
Price$30.25
Change+$0.55 (+1.85%)
VolumeN/A
Net Assets896.44M
HBLCX vs UGTAX Comparison Chart in %
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HBLCX vs. UGTAX commentary
Feb 04, 2026
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 HBLCX is a StrongBuy and UGTAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. UGTAX (896M). HBLCX pays higher dividends than UGTAX: HBLCX (2.51) vs UGTAX (1.68). HBLCX was incepted earlier than UGTAX: HBLCX (20 years) vs UGTAX (6 years). HBLCX (1.64) is less costly to investors than UGTAX (0.91). HBLCX is a more actively managed with annual turnover of: 90.00 vs. UGTAX (17.00). HBLCX has a lower initial minimum investment than UGTAX: HBLCX (2000) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 9.62 vs. HBLCX (5.20). UGTAX return over 5 years is better than : 36.42 vs. HBLCX (6.53).
| HBLCX | UGTAX | HBLCX / UGTAX | |
| Total Expense Ratio | 1.64 | 0.83 | 198% |
| Annual Report Gross Expense Ratio | 1.64 | 0.91 | 180% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 2.034 | 0.867 | 235% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 896M | 1,295% |
| Annual Yield % from dividends | 2.51 | 1.68 | 150% |
| Returns for 1 year | 5.20 | 9.62 | 54% |
| Returns for 3 years | 12.82 | 37.10 | 35% |
| Returns for 5 years | 6.53 | 36.42 | 18% |
| Returns for 10 years | 41.23 | N/A | - |
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