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HBLIX vs UGTCX
HBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCX
Hartford Balanced Income I
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
HBLIX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. UGTCX (849M). HBLIX pays higher dividends than UGTCX: HBLIX (3.58) vs UGTCX (0.91). HBLIX was incepted earlier than UGTCX: HBLIX (15 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 : 6.49 vs. HBLIX (4.21). UGTCX return over 5 years is better than : 35.87 vs. HBLIX (15.44).
| HBLIX | UGTCX | HBLIX / UGTCX | |
| Total Expense Ratio | 0.65 | 1.58 | 41% |
| Annual Report Gross Expense Ratio | 0.65 | 1.72 | 38% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.236 | 2.735 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.58 | 0.91 | 395% |
| Returns for 1 year | 4.21 | 6.49 | 65% |
| Returns for 3 years | 12.59 | 24.91 | 51% |
| Returns for 5 years | 15.44 | 35.87 | 43% |
| Returns for 10 years | 43.26 | N/A | - |
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