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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.66
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets863.55M
HBLIX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. UGTCX (864M). HBLIX pays higher dividends than UGTCX: HBLIX (3.50) vs UGTCX (0.89). HBLIX was incepted earlier than UGTCX: HBLIX (16 years) vs UGTCX (5 years). UGTCX (1.72) 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). UGTCX annual gain was more profitable for investors over the last year : 7.68 vs. HBLIX (3.79). UGTCX return over 5 years is better than : 35.28 vs. HBLIX (17.70).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | 0.65 | 1.58 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.72 | 38% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 8.319 | 4.852 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 864M | 1,389% |
| Annual Yield % from dividends | 3.50 | 0.89 | 393% |
| Returns for 1 year | 3.79 | 7.68 | 49% |
| Returns for 3 years | 19.52 | 33.67 | 58% |
| Returns for 5 years | 17.70 | 35.28 | 50% |
| Returns for 10 years | 50.56 | N/A | - |
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