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HBLCX vs UGTCX
HBLCX vs UGTCX Comparison
Open Charts HBLCX vs UGTCX
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
Victory Growth and Tax Strategy C
Price$29.96
Change+$0.53 (+1.80%)
VolumeN/A
Net Assets896.44M
HBLCX vs UGTCX Comparison Chart in %
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HBLCX vs. UGTCX commentary
Feb 05, 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 UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. UGTCX (896M). HBLCX pays higher dividends than UGTCX: HBLCX (2.51) vs UGTCX (1.06). HBLCX was incepted earlier than UGTCX: HBLCX (20 years) vs UGTCX (6 years). UGTCX (1.72) and HBLCX (1.64) have similar cost to investors . HBLCX is a more actively managed with annual turnover of: 90.00 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 : 8.75 vs. HBLCX (5.20). UGTCX return over 5 years is better than : 31.45 vs. HBLCX (6.53).
| HBLCX | UGTCX | HBLCX / UGTCX | |
| Total Expense Ratio | 1.64 | 1.58 | 104% |
| Annual Report Gross Expense Ratio | 1.64 | 1.72 | 95% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 2.034 | 0.808 | 252% |
| Front Load | N/A | N/A | - |
| 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 | 1.06 | 236% |
| Returns for 1 year | 5.20 | 8.75 | 59% |
| Returns for 3 years | 12.82 | 34.03 | 38% |
| Returns for 5 years | 6.53 | 31.45 | 21% |
| Returns for 10 years | 41.23 | N/A | - |
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