HBLIX
Price
$14.79
Change
-$0.06 (-0.40%)
Updated
Jul 28 closing price
Net Assets
11.92B
UGTCX
Price
$28.15
Change
+$0.02 (+0.07%)
Updated
Jul 28 closing price
Net Assets
849.3M
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HBLIX vs UGTCX

Header iconHBLIX vs UGTCX Comparison
Open Charts HBLIX vs UGTCXBanner chart's image
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).
HBLIXUGTCXHBLIX / UGTCX
Total Expense Ratio0.651.5841%
Annual Report Gross Expense Ratio0.651.7238%
Fund Existence15 years5 years-
Gain YTD6.2362.735228%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B849M1,402%
Annual Yield % from dividends3.580.91395%
Returns for 1 year4.216.4965%
Returns for 3 years12.5924.9151%
Returns for 5 years15.4435.8743%
Returns for 10 years43.26N/A-
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