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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$14.61
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
HBLIX vs UGTCX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. UGTCX (835M). HBLIX pays higher dividends than UGTCX: HBLIX (3.60) vs UGTCX (0.86). HBLIX was incepted earlier than UGTCX: HBLIX (15 years) vs UGTCX (5 years). UGTCX (1.76) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLIX has a lower initial minimum investment than UGTCX: HBLIX (2000) vs UGTCX (2500). HBLIX annual gain was more profitable for investors over the last year : 4.69 vs. UGTCX (3.86).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | 0.65 | 1.58 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.76 | 37% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 4.002 | -0.186 | -2,154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 835M | 1,425% |
| Annual Yield % from dividends | 3.60 | 0.86 | 419% |
| Returns for 1 year | 4.69 | 3.86 | 122% |
| Returns for 3 years | 16.66 | 30.04 | 55% |
| Returns for 5 years | 17.43 | N/A | - |
| Returns for 10 years | 39.57 | N/A | - |
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