HBLYX
Price
$15.01
Change
-$0.07 (-0.46%)
Updated
Jul 28 closing price
Net Assets
11.92B
UGTCX
Price
$28.15
Change
+$0.02 (+0.07%)
Updated
Jul 28 closing price
Net Assets
849.3M
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HBLYX vs UGTCX

Header iconHBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCXBanner chart's image
Hartford Balanced Income Y
Price$15.01
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets849.3M
HBLYX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. UGTCX (849M). HBLYX pays higher dividends than UGTCX: HBLYX (3.51) 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 : 6.49 vs. HBLYX (4.19). UGTCX return over 5 years is better than : 35.87 vs. HBLYX (15.35).
HBLYXUGTCXHBLYX / UGTCX
Total Expense Ratio0.671.5842%
Annual Report Gross Expense Ratio0.671.7239%
Fund Existence19 years5 years-
Gain YTD6.2072.735227%
Front LoadN/AN/A-
Min. Initial Investment250000250010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B849M1,402%
Annual Yield % from dividends3.510.91387%
Returns for 1 year4.196.4965%
Returns for 3 years12.5224.9150%
Returns for 5 years15.3535.8743%
Returns for 10 years43.74N/A-
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