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HBLFX vs UGTIX
HBLFX vs UGTIX Comparison
Open Charts HBLFX vs UGTIX
Hartford Balanced Income F
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy Ins
Price$28.45
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLFX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. UGTIX (849M). 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 (0.55) 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. UGTIX annual gain was more profitable for investors over the last year : 8.07 vs. HBLFX (5.44). UGTIX return over 5 years is better than : 44.01 vs. HBLFX (16.90).
| HBLFX | UGTIX | HBLFX / UGTIX | |
| Total Expense Ratio | 0.56 | 0.54 | 104% |
| Annual Report Gross Expense Ratio | 0.56 | 0.55 | 102% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.715 | 3.264 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.66 | 1.79 | 205% |
| Returns for 1 year | 5.44 | 8.07 | 67% |
| Returns for 3 years | 15.69 | 32.49 | 48% |
| Returns for 5 years | 16.90 | 44.01 | 38% |
| Returns for 10 years | N/A | N/A | - |
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