HBLSX
Price
$14.87
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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HBLSX vs UGTCX

Header iconHBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCXBanner chart's image
Hartford Balanced Income R4
Price$14.87
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
HBLSX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. UGTCX (849M). HBLSX pays higher dividends than UGTCX: HBLSX (3.24) vs UGTCX (0.91). HBLSX was incepted earlier than UGTCX: HBLSX (15 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLSX has a lower initial minimum investment than UGTCX: HBLSX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 6.49 vs. HBLSX (3.84). UGTCX return over 5 years is better than : 35.87 vs. HBLSX (13.66).
HBLSXUGTCXHBLSX / UGTCX
Total Expense Ratio0.961.5861%
Annual Report Gross Expense Ratio0.961.7256%
Fund Existence15 years5 years-
Gain YTD6.0242.735220%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B849M1,402%
Annual Yield % from dividends3.240.91357%
Returns for 1 year3.846.4959%
Returns for 3 years11.4924.9146%
Returns for 5 years13.6635.8738%
Returns for 10 years39.66N/A-
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