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HBLFX vs UGTCX
HBLFX vs UGTCX Comparison
Open Charts HBLFX vs UGTCX
Hartford Balanced Income F
Price$14.79
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets849.3M
HBLFX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. UGTCX (849M). 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 (1.72) 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). UGTCX annual gain was more profitable for investors over the last year : 6.49 vs. HBLFX (4.30). UGTCX return over 5 years is better than : 35.87 vs. HBLFX (15.80).
| HBLFX | UGTCX | HBLFX / UGTCX | |
| Total Expense Ratio | 0.56 | 1.58 | 35% |
| Annual Report Gross Expense Ratio | 0.56 | 1.72 | 33% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.284 | 2.735 | 230% |
| 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 | 849M | 1,402% |
| Annual Yield % from dividends | 3.66 | 0.91 | 404% |
| Returns for 1 year | 4.30 | 6.49 | 66% |
| Returns for 3 years | 12.79 | 24.91 | 51% |
| Returns for 5 years | 15.80 | 35.87 | 44% |
| Returns for 10 years | N/A | N/A | - |
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