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HBLVX vs UGTCX
HBLVX vs UGTCX Comparison
Open Charts HBLVX vs UGTCX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy C
Price$29.96
Change+$0.53 (+1.80%)
VolumeN/A
Net Assets896.44M
HBLVX vs UGTCX Comparison Chart in %
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HBLVX vs. UGTCX commentary
Feb 04, 2026
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 StrongBuy and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. UGTCX (896M). HBLVX pays higher dividends than UGTCX: HBLVX (3.46) vs UGTCX (1.06). HBLVX was incepted earlier than UGTCX: HBLVX (11 years) vs UGTCX (6 years). UGTCX (1.72) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 90.00 vs. UGTCX (17.00). HBLVX has a lower initial minimum investment than UGTCX: HBLVX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 8.75 vs. HBLVX (6.46). UGTCX return over 5 years is better than : 31.45 vs. HBLVX (13.00).
| HBLVX | UGTCX | HBLVX / UGTCX | |
| Total Expense Ratio | 0.56 | 1.58 | 35% |
| Annual Report Gross Expense Ratio | 0.56 | 1.72 | 33% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.097 | 0.808 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 896M | 1,295% |
| Annual Yield % from dividends | 3.46 | 1.06 | 326% |
| Returns for 1 year | 6.46 | 8.75 | 74% |
| Returns for 3 years | 16.82 | 34.03 | 49% |
| Returns for 5 years | 13.00 | 31.45 | 41% |
| Returns for 10 years | 56.73 | N/A | - |
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