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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
Hartford Balanced Income R6
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy Ins
Price$28.45
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLVX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. UGTIX (849M). 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 (0.55) 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 : 8.07 vs. HBLVX (5.50). UGTIX return over 5 years is better than : 44.01 vs. HBLVX (17.04).
| 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 | 6.686 | 3.264 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.61 | 1.79 | 202% |
| Returns for 1 year | 5.50 | 8.07 | 68% |
| Returns for 3 years | 15.85 | 32.49 | 49% |
| Returns for 5 years | 17.04 | 44.01 | 39% |
| Returns for 10 years | 46.27 | N/A | - |
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