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HBLCX vs UGTAX
HBLCX vs UGTAX Comparison
Open Charts HBLCX vs UGTAX
Hartford Balanced Income C
Price$14.78
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy A
Price$29.96
Change-$0.23 (-0.76%)
VolumeN/A
Net Assets885.79M
HBLCX vs UGTAX Comparison Chart in %
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HBLCX vs. UGTAX 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 HBLCX is a Buy and UGTAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. UGTAX (886M). HBLCX pays higher dividends than UGTAX: HBLCX (2.59) vs UGTAX (1.48). 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 : 8.69 vs. HBLCX (2.37). UGTAX return over 5 years is better than : 42.97 vs. HBLCX (9.27).
| 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 | 8.309 | 10.185 | 82% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 886M | 1,321% |
| Annual Yield % from dividends | 2.59 | 1.48 | 174% |
| Returns for 1 year | 2.37 | 8.69 | 27% |
| Returns for 3 years | 15.35 | 44.09 | 35% |
| Returns for 5 years | 9.27 | 42.97 | 22% |
| Returns for 10 years | 35.25 | N/A | - |
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