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HBLCX vs UGTCX
HBLCX vs UGTCX Comparison
Open Charts HBLCX vs UGTCX
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy C
Price$28.47
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets858.13M
HBLCX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. UGTCX (858M). HBLCX pays higher dividends than UGTCX: HBLCX (2.64) vs UGTCX (0.90). HBLCX was incepted earlier than UGTCX: HBLCX (19 years) vs UGTCX (5 years). UGTCX (1.72) and HBLCX (1.64) have similar cost to investors . HBLCX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLCX has a lower initial minimum investment than UGTCX: HBLCX (2000) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 6.31 vs. HBLCX (3.34). UGTCX return over 5 years is better than : 34.59 vs. HBLCX (10.72).
| HBLCX | UGTCX | HBLCX / UGTCX | |
| Total Expense Ratio | 1.64 | 1.58 | 104% |
| Annual Report Gross Expense Ratio | 1.64 | 1.72 | 95% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 6.604 | 3.903 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 858M | 1,387% |
| Annual Yield % from dividends | 2.64 | 0.90 | 293% |
| Returns for 1 year | 3.34 | 6.31 | 53% |
| Returns for 3 years | 8.52 | 24.20 | 35% |
| Returns for 5 years | 10.72 | 34.59 | 31% |
| Returns for 10 years | 32.45 | N/A | - |
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