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HBLVX vs UGTCX
HBLVX vs UGTCX Comparison
Open Charts HBLVX vs UGTCX
Hartford Balanced Income R6
Price$15.28
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.66
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets863.55M
HBLVX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. UGTCX (864M). HBLVX pays higher dividends than UGTCX: HBLVX (3.53) vs UGTCX (0.89). HBLVX was incepted earlier than UGTCX: HBLVX (11 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 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 : 7.68 vs. HBLVX (3.88). UGTCX return over 5 years is better than : 35.28 vs. HBLVX (18.35).
| 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 | 5 years | - |
| Gain YTD | 8.385 | 4.852 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 864M | 1,389% |
| Annual Yield % from dividends | 3.53 | 0.89 | 396% |
| Returns for 1 year | 3.88 | 7.68 | 51% |
| Returns for 3 years | 19.93 | 33.67 | 59% |
| Returns for 5 years | 18.35 | 35.28 | 52% |
| Returns for 10 years | 52.12 | N/A | - |
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