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HBLCX vs UGTAX
HBLCX vs UGTAX Comparison
Open Charts HBLCX vs UGTAX
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy A
Price$29.40
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLCX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. UGTAX (874M). HBLCX pays higher dividends than UGTAX: HBLCX (2.58) vs UGTAX (1.51). HBLCX was incepted earlier than UGTAX: HBLCX (19 years) vs UGTAX (5 years). HBLCX (1.64) is less costly to investors than UGTAX (0.91). HBLCX is a more actively managed with annual turnover of: 61.00 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 : 7.68 vs. HBLCX (1.07). UGTAX return over 5 years is better than : 45.42 vs. HBLCX (13.82).
| HBLCX | UGTAX | HBLCX / UGTAX | |
| Total Expense Ratio | 1.64 | 0.83 | 198% |
| Annual Report Gross Expense Ratio | 1.64 | 0.91 | 180% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 7.503 | 7.302 | 103% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 2.58 | 1.51 | 171% |
| Returns for 1 year | 1.07 | 7.68 | 14% |
| Returns for 3 years | 22.12 | 46.75 | 47% |
| Returns for 5 years | 13.82 | 45.42 | 30% |
| Returns for 10 years | 39.90 | N/A | - |
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