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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
Victory Growth and Tax Strategy Ins
Price$30.22
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
HBLVX vs UGTIX Comparison Chart in %
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HBLVX vs. UGTIX commentary
Dec 05, 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 (893M). HBLVX pays higher dividends than UGTIX: HBLVX (3.48) vs UGTIX (1.73). 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 : 7.42 vs. HBLVX (4.10). UGTIX return over 5 years is better than : 41.75 vs. HBLVX (14.86).
| 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 | 10.919 | 10.275 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 893M | 1,321% |
| Annual Yield % from dividends | 3.48 | 1.73 | 201% |
| Returns for 1 year | 4.10 | 7.42 | 55% |
| Returns for 3 years | 16.76 | 40.81 | 41% |
| Returns for 5 years | 14.86 | 41.75 | 36% |
| Returns for 10 years | 50.89 | N/A | - |
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