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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy Ins
Price$30.32
Change+$0.56 (+1.88%)
VolumeN/A
Net Assets892.81M
HBLVX vs UGTIX Comparison Chart in %
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HBLVX vs. UGTIX 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 UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. UGTIX (893M). HBLVX pays higher dividends than UGTIX: HBLVX (3.46) vs UGTIX (1.91). 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: 90.00 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 : 9.88 vs. HBLVX (6.46). UGTIX return over 5 years is better than : 38.41 vs. HBLVX (13.00).
| 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 | 2.097 | 0.865 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 893M | 1,299% |
| Annual Yield % from dividends | 3.46 | 1.91 | 181% |
| Returns for 1 year | 6.46 | 9.88 | 65% |
| Returns for 3 years | 16.82 | 38.23 | 44% |
| Returns for 5 years | 13.00 | 38.41 | 34% |
| Returns for 10 years | 56.73 | N/A | - |
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