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HBLTX vs UGTCX
HBLTX vs UGTCX Comparison
Open Charts HBLTX vs UGTCX
Hartford Balanced Income R5
Price$15.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy C
Price$28.47
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets858.13M
HBLTX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. UGTCX (858M). HBLTX pays higher dividends than UGTCX: HBLTX (3.54) vs UGTCX (0.90). HBLTX was incepted earlier than UGTCX: HBLTX (15 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLTX has a lower initial minimum investment than UGTCX: HBLTX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 6.31 vs. HBLTX (4.43). UGTCX return over 5 years is better than : 34.59 vs. HBLTX (16.28).
| HBLTX | UGTCX | HBLTX / UGTCX | |
| Total Expense Ratio | 0.66 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.66 | 1.72 | 38% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 7.252 | 3.903 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 858M | 1,387% |
| Annual Yield % from dividends | 3.54 | 0.90 | 393% |
| Returns for 1 year | 4.43 | 6.31 | 70% |
| Returns for 3 years | 11.90 | 24.20 | 49% |
| Returns for 5 years | 16.28 | 34.59 | 47% |
| Returns for 10 years | 44.91 | N/A | - |
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