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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy C
Price$29.40
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets879.25M
HBLYX vs UGTCX Comparison Chart in %
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HBLYX vs. UGTCX commentary
Oct 19, 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 HBLYX is a Hold and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTCX (879M). HBLYX pays higher dividends than UGTCX: HBLYX (3.44) vs UGTCX (0.91). HBLYX was incepted earlier than UGTCX: HBLYX (19 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). UGTCX has a lower initial minimum investment than HBLYX: UGTCX (2500) vs HBLYX (250000). UGTCX annual gain was more profitable for investors over the last year : 6.92 vs. HBLYX (2.51). UGTCX return over 5 years is better than : 37.96 vs. HBLYX (17.35).
| HBLYX | UGTCX | HBLYX / UGTCX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.72 | 39% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 9.048 | 7.612 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 3.44 | 0.91 | 377% |
| Returns for 1 year | 2.51 | 6.92 | 36% |
| Returns for 3 years | 25.18 | 42.75 | 59% |
| Returns for 5 years | 17.35 | 37.96 | 46% |
| Returns for 10 years | 48.84 | N/A | - |
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