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HBLFX vs UGTIX
HBLFX vs UGTIX Comparison
Open Charts HBLFX vs UGTIX
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy Ins
Price$28.40
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLFX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. UGTIX (851M). HBLFX pays higher dividends than UGTIX: HBLFX (3.66) vs UGTIX (1.79). HBLFX was incepted earlier than UGTIX: HBLFX (8 years) vs UGTIX (5 years). HBLFX (0.56) and UGTIX (0.54) have similar cost to investors . HBLFX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLFX (1000000) and UGTIX (1000000) have matching initial minimum investment requirements. HBLFX (7.06) and UGTIX (6.92) have marching annual gain over last year. UGTIX return over 5 years is better than : 47.06 vs. HBLFX (19.90).
| HBLFX | UGTIX | HBLFX / UGTIX | |
| Total Expense Ratio | 0.56 | 0.54 | 104% |
| Annual Report Gross Expense Ratio | 0.56 | 0.54 | 104% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.356 | 3.083 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.66 | 1.79 | 205% |
| Returns for 1 year | 7.06 | 6.92 | 102% |
| Returns for 3 years | 17.35 | 35.10 | 49% |
| Returns for 5 years | 19.90 | 47.06 | 42% |
| Returns for 10 years | N/A | N/A | - |
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