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HBLFX vs UGTCX
HBLFX vs UGTCX Comparison
Open Charts HBLFX vs UGTCX
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.09
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLFX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. UGTCX (851M). HBLFX pays higher dividends than UGTCX: HBLFX (3.66) vs UGTCX (0.91). HBLFX was incepted earlier than UGTCX: HBLFX (8 years) vs UGTCX (5 years). UGTCX (1.76) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than HBLFX: UGTCX (2500) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 7.06 vs. UGTCX (5.83). UGTCX return over 5 years is better than : 39.59 vs. HBLFX (19.90).
| HBLFX | UGTCX | HBLFX / UGTCX | |
| Total Expense Ratio | 0.56 | 1.58 | 35% |
| Annual Report Gross Expense Ratio | 0.56 | 1.76 | 32% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.356 | 2.516 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.66 | 0.91 | 404% |
| Returns for 1 year | 7.06 | 5.83 | 121% |
| Returns for 3 years | 17.35 | 30.92 | 56% |
| Returns for 5 years | 19.90 | 39.59 | 50% |
| Returns for 10 years | N/A | N/A | - |
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