HBLVX
Price
$15.34
Change
+$0.07 (+0.46%)
Updated
Oct 20 closing price
Net Assets
11.81B
UGTAX
Price
$29.83
Change
+$0.16 (+0.54%)
Updated
Oct 20 closing price
Net Assets
879.25M
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HBLVX vs UGTAX

Header iconHBLVX vs UGTAX Comparison
Open Charts HBLVX vs UGTAXBanner chart's image
Hartford Balanced Income R6
Price$15.34
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy A
Price$29.83
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets879.25M
HBLVX vs UGTAX Comparison Chart in %
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HBLVX vs. UGTAX commentary
Oct 21, 2025

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 HBLVX is a Hold and UGTAX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. UGTAX (879M). HBLVX pays higher dividends than UGTAX: HBLVX (3.54) vs UGTAX (1.51). HBLVX was incepted earlier than UGTAX: HBLVX (11 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLVX has a lower initial minimum investment than UGTAX: HBLVX (0) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 7.73 vs. HBLVX (2.56). UGTAX return over 5 years is better than : 43.19 vs. HBLVX (17.91).
HBLVXUGTAXHBLVX / UGTAX
Total Expense Ratio0.560.8367%
Annual Report Gross Expense Ratio0.560.9162%
Fund Existence11 years5 years-
Gain YTD9.0628.287109%
Front LoadN/A2%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B879M1,342%
Annual Yield % from dividends3.541.51234%
Returns for 1 year2.567.7333%
Returns for 3 years25.5246.0355%
Returns for 5 years17.9143.1941%
Returns for 10 years49.80N/A-
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