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HBLYX vs UGTCX
HBLYX vs UGTCX Comparison
Open Charts HBLYX vs UGTCX
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).
| 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 | 6.207 | 2.735 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.51 | 0.91 | 387% |
| Returns for 1 year | 4.19 | 6.49 | 65% |
| Returns for 3 years | 12.52 | 24.91 | 50% |
| Returns for 5 years | 15.35 | 35.87 | 43% |
| Returns for 10 years | 43.74 | N/A | - |
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