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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy Ins
Price$28.40
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLVX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. UGTIX (851M). HBLVX pays higher dividends than UGTIX: HBLVX (3.61) vs UGTIX (1.79). HBLVX was incepted earlier than UGTIX: HBLVX (11 years) vs UGTIX (5 years). HBLVX (0.56) and UGTIX (0.54) 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). HBLVX (7.03) and UGTIX (6.92) have marching annual gain over last year. UGTIX return over 5 years is better than : 47.06 vs. HBLVX (20.01).
| HBLVX | UGTIX | HBLVX / UGTIX | |
| Total Expense Ratio | 0.56 | 0.54 | 104% |
| Annual Report Gross Expense Ratio | 0.56 | 0.54 | 104% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 6.261 | 3.083 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.61 | 1.79 | 202% |
| Returns for 1 year | 7.03 | 6.92 | 101% |
| Returns for 3 years | 17.41 | 35.10 | 50% |
| Returns for 5 years | 20.01 | 47.06 | 43% |
| Returns for 10 years | 45.58 | N/A | - |
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