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HBLFX vs UGTCX
HBLFX vs UGTCX Comparison
Open Charts HBLFX vs UGTCX
Hartford Balanced Income F
Price$14.62
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
Victory Growth and Tax Strategy C
Price$27.44
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets834.71M
HBLFX vs UGTCX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. UGTCX (835M). HBLFX pays higher dividends than UGTCX: HBLFX (3.68) vs UGTCX (0.86). 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 : 4.78 vs. UGTCX (3.86).
| 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 | 4.096 | -0.186 | -2,205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 835M | 1,425% |
| Annual Yield % from dividends | 3.68 | 0.86 | 428% |
| Returns for 1 year | 4.78 | 3.86 | 124% |
| Returns for 3 years | 16.94 | 30.04 | 56% |
| Returns for 5 years | 17.86 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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