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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
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).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | 0.96 | 1.58 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.72 | 56% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.024 | 2.735 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.24 | 0.91 | 357% |
| Returns for 1 year | 3.84 | 6.49 | 59% |
| Returns for 3 years | 11.49 | 24.91 | 46% |
| Returns for 5 years | 13.66 | 35.87 | 38% |
| Returns for 10 years | 39.66 | N/A | - |
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