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HBLIX vs UGTIX
HBLIX vs UGTIX Comparison
Open Charts HBLIX vs UGTIX
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
Victory Growth and Tax Strategy Ins
Price$30.32
Change+$0.56 (+1.88%)
VolumeN/A
Net Assets892.81M
HBLIX vs UGTIX Comparison Chart in %
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HBLIX vs. UGTIX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLIX is a StrongBuy and UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. UGTIX (893M). HBLIX pays higher dividends than UGTIX: HBLIX (3.43) vs UGTIX (1.91). HBLIX was incepted earlier than UGTIX: HBLIX (16 years) vs UGTIX (6 years). HBLIX (0.65) is less costly to investors than UGTIX (0.55). HBLIX is a more actively managed with annual turnover of: 90.00 vs. UGTIX (17.00). HBLIX has a lower initial minimum investment than UGTIX: HBLIX (2000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 9.88 vs. HBLIX (6.32). UGTIX return over 5 years is better than : 38.41 vs. HBLIX (12.28).
| HBLIX | UGTIX | HBLIX / UGTIX | |
| Total Expense Ratio | 0.65 | 0.54 | 120% |
| Annual Report Gross Expense Ratio | 0.65 | 0.55 | 118% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 2.062 | 0.865 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 893M | 1,299% |
| Annual Yield % from dividends | 3.43 | 1.91 | 179% |
| Returns for 1 year | 6.32 | 9.88 | 64% |
| Returns for 3 years | 16.39 | 38.23 | 43% |
| Returns for 5 years | 12.28 | 38.41 | 32% |
| Returns for 10 years | 55.14 | N/A | - |
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