Interact to see
Advertisement
Advertisement
HBLCX vs UGTIX
HBLCX vs UGTIX Comparison
Open Charts HBLCX vs UGTIX
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy Ins
Price$29.46
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLCX vs UGTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. UGTIX (874M). HBLCX pays higher dividends than UGTIX: HBLCX (2.58) vs UGTIX (1.75). HBLCX was incepted earlier than UGTIX: HBLCX (19 years) vs UGTIX (5 years). HBLCX (1.64) is less costly to investors than UGTIX (0.55). HBLCX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLCX has a lower initial minimum investment than UGTIX: HBLCX (2000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 7.95 vs. HBLCX (1.07). UGTIX return over 5 years is better than : 47.53 vs. HBLCX (13.82).
| HBLCX | UGTIX | HBLCX / UGTIX | |
| Total Expense Ratio | 1.64 | 0.54 | 304% |
| Annual Report Gross Expense Ratio | 1.64 | 0.55 | 298% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 7.503 | 7.501 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 2.58 | 1.75 | 147% |
| Returns for 1 year | 1.07 | 7.95 | 13% |
| Returns for 3 years | 22.12 | 48.03 | 46% |
| Returns for 5 years | 13.82 | 47.53 | 29% |
| Returns for 10 years | 39.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DSTL | 57.62 | 0.59 | +1.03% |
| Distillate US Fdmtl Stblty & Val ETF | |||
| JPEM | 58.60 | 0.28 | +0.48% |
| JPMorgan Diversified Return EMkts Eq ETF | |||
| QTOP | 30.80 | 0.09 | +0.28% |
| iShares Nasdaq Top 30 Stocks ETF | |||
| PFIG | 24.18 | 0.01 | +0.04% |
| Invesco Fdmtl Invmt Grd Corp Bd ETF | |||
| JHDV | 38.50 | N/A | N/A |
| JHancock U.S. High Dividend ETF | |||