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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.18
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy Ins
Price$29.46
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLVX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. UGTIX (874M). HBLVX pays higher dividends than UGTIX: HBLVX (3.53) vs UGTIX (1.75). 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 : 7.95 vs. HBLVX (2.35). UGTIX return over 5 years is better than : 47.53 vs. HBLVX (20.31).
| 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 | 8.420 | 7.501 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 3.53 | 1.75 | 201% |
| Returns for 1 year | 2.35 | 7.95 | 30% |
| Returns for 3 years | 26.53 | 48.03 | 55% |
| Returns for 5 years | 20.31 | 47.53 | 43% |
| Returns for 10 years | 54.95 | N/A | - |
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