Interact to see
Advertisement
Advertisement
HBLCX vs UGTCX
HBLCX vs UGTCX Comparison
Open Charts HBLCX vs UGTCX
Hartford Balanced Income C
Price$14.75
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.66
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets863.55M
HBLCX vs UGTCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. UGTCX (864M). HBLCX pays higher dividends than UGTCX: HBLCX (2.58) vs UGTCX (0.89). 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 : 7.68 vs. HBLCX (2.71). UGTCX return over 5 years is better than : 35.28 vs. HBLCX (12.09).
| 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 | 7.624 | 4.852 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 864M | 1,389% |
| Annual Yield % from dividends | 2.58 | 0.89 | 290% |
| Returns for 1 year | 2.71 | 7.68 | 35% |
| Returns for 3 years | 15.89 | 33.67 | 47% |
| Returns for 5 years | 12.09 | 35.28 | 34% |
| Returns for 10 years | 37.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement