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HBLVX vs UGTCX
HBLVX vs UGTCX Comparison
Open Charts HBLVX vs UGTCX
Hartford Balanced Income R6
Price$15.16
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
HBLVX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. UGTCX (858M). HBLVX pays higher dividends than UGTCX: HBLVX (3.61) vs UGTCX (0.90). 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 : 6.31 vs. HBLVX (4.58). UGTCX return over 5 years is better than : 34.59 vs. HBLVX (16.96).
| 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 | 7.323 | 3.903 | 188% |
| 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 | 3.61 | 0.90 | 401% |
| Returns for 1 year | 4.58 | 6.31 | 73% |
| Returns for 3 years | 12.30 | 24.20 | 51% |
| Returns for 5 years | 16.96 | 34.59 | 49% |
| Returns for 10 years | 46.38 | N/A | - |
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