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HBLVX vs UGTAX
HBLVX vs UGTAX Comparison
Open Charts HBLVX vs UGTAX
Hartford Balanced Income R6
Price$15.31
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy A
Price$29.96
Change-$0.23 (-0.76%)
VolumeN/A
Net Assets885.79M
HBLVX vs UGTAX Comparison Chart in %
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HBLVX vs. UGTAX commentary
Nov 14, 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 Buy and UGTAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. UGTAX (886M). HBLVX pays higher dividends than UGTAX: HBLVX (3.54) vs UGTAX (1.48). 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 : 8.69 vs. HBLVX (3.63). UGTAX return over 5 years is better than : 42.97 vs. HBLVX (15.56).
| HBLVX | UGTAX | HBLVX / UGTAX | |
| Total Expense Ratio | 0.56 | 0.83 | 67% |
| Annual Report Gross Expense Ratio | 0.56 | 0.91 | 62% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 9.348 | 10.185 | 92% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 886M | 1,321% |
| Annual Yield % from dividends | 3.54 | 1.48 | 239% |
| Returns for 1 year | 3.63 | 8.69 | 42% |
| Returns for 3 years | 19.44 | 44.09 | 44% |
| Returns for 5 years | 15.56 | 42.97 | 36% |
| Returns for 10 years | 49.75 | N/A | - |
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