HBLYX
Price
$15.02
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
UGTCX
Price
$28.09
Change
+$0.09 (+0.32%)
Updated
Jul 3 closing price
Net Assets
850.75M
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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$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy C
Price$28.09
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLYX vs UGTCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. UGTCX (851M). 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 (1.76) 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). HBLYX annual gain was more profitable for investors over the last year : 6.98 vs. UGTCX (5.83). UGTCX return over 5 years is better than : 39.59 vs. HBLYX (19.46).
HBLYXUGTCXHBLYX / UGTCX
Total Expense Ratio0.671.5842%
Annual Report Gross Expense Ratio0.671.7638%
Fund Existence19 years5 years-
Gain YTD6.2782.516250%
Front LoadN/AN/A-
Min. Initial Investment250000250010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12B851M1,410%
Annual Yield % from dividends3.510.91387%
Returns for 1 year6.985.83120%
Returns for 3 years17.0930.9255%
Returns for 5 years19.4639.5949%
Returns for 10 years44.69N/A-
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