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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy Ins
Price$30.22
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets896.25M
HBLVX vs UGTIX Comparison Chart in %
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HBLVX vs. UGTIX commentary
Dec 27, 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 StrongBuy and UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. UGTIX (896M). HBLVX pays higher dividends than UGTIX: HBLVX (3.48) vs UGTIX (1.73). HBLVX was incepted earlier than UGTIX: HBLVX (11 years) vs UGTIX (6 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 : 9.13 vs. HBLVX (6.75). UGTIX return over 5 years is better than : 41.19 vs. HBLVX (11.85).
| 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 | 6 years | - |
| Gain YTD | 7.134 | 10.311 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 896M | 1,306% |
| Annual Yield % from dividends | 3.48 | 1.73 | 201% |
| Returns for 1 year | 6.75 | 9.13 | 74% |
| Returns for 3 years | 19.01 | 44.63 | 43% |
| Returns for 5 years | 11.85 | 41.19 | 29% |
| Returns for 10 years | 49.69 | N/A | - |
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