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HBLCX vs UGTCX
HBLCX vs UGTCX Comparison
Open Charts HBLCX vs UGTCX
Hartford Balanced Income C
Price$14.98
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets11.75B
Victory Growth and Tax Strategy C
Price$29.84
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
HBLCX vs UGTCX Comparison Chart in %
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HBLCX vs. UGTCX commentary
Dec 05, 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 Hold and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. UGTCX (893M). HBLCX pays higher dividends than UGTCX: HBLCX (2.54) 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 : 6.30 vs. HBLCX (2.79). UGTCX return over 5 years is better than : 34.60 vs. HBLCX (8.52).
| 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 | 9.775 | 9.222 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 893M | 1,321% |
| Annual Yield % from dividends | 2.54 | 0.89 | 285% |
| Returns for 1 year | 2.79 | 6.30 | 44% |
| Returns for 3 years | 12.78 | 36.51 | 35% |
| Returns for 5 years | 8.52 | 34.60 | 25% |
| Returns for 10 years | 36.36 | N/A | - |
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