Interact to see
Advertisement
Advertisement
HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.27
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy Ins
Price$29.74
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets879.25M
HBLVX vs UGTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLVX vs. UGTIX commentary
Oct 19, 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 UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. UGTIX (879M). HBLVX pays higher dividends than UGTIX: HBLVX (3.54) vs UGTIX (1.77). HBLVX was incepted earlier than UGTIX: HBLVX (11 years) vs UGTIX (5 years). HBLVX (0.56) and UGTIX (0.55) have similar cost to investors . HBLVX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLVX has a lower initial minimum investment than UGTIX: HBLVX (0) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 8.05 vs. HBLVX (2.56). UGTIX return over 5 years is better than : 45.31 vs. HBLVX (17.91).
| HBLVX | UGTIX | HBLVX / UGTIX | |
| Total Expense Ratio | 0.56 | 0.54 | 104% |
| Annual Report Gross Expense Ratio | 0.56 | 0.55 | 102% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 9.062 | 8.523 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 3.54 | 1.77 | 200% |
| Returns for 1 year | 2.56 | 8.05 | 32% |
| Returns for 3 years | 25.52 | 47.28 | 54% |
| Returns for 5 years | 17.91 | 45.31 | 40% |
| Returns for 10 years | 49.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement