HBLFX
Price
$14.79
Change
-$0.06 (-0.40%)
Updated
Jul 28 closing price
Net Assets
11.92B
UGTCX
Price
$28.15
Change
+$0.02 (+0.07%)
Updated
Jul 28 closing price
Net Assets
849.3M
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HBLFX vs UGTCX

Header iconHBLFX vs UGTCX Comparison
Open Charts HBLFX vs UGTCXBanner chart's image
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).
HBLFXUGTCXHBLFX / UGTCX
Total Expense Ratio0.561.5835%
Annual Report Gross Expense Ratio0.561.7233%
Fund Existence8 years5 years-
Gain YTD6.2842.735230%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B849M1,402%
Annual Yield % from dividends3.660.91404%
Returns for 1 year4.306.4966%
Returns for 3 years12.7924.9151%
Returns for 5 years15.8035.8744%
Returns for 10 yearsN/AN/A-
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