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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy Ins
Price$28.40
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLYX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. UGTIX (851M). HBLYX pays higher dividends than UGTIX: HBLYX (3.51) vs UGTIX (1.79). HBLYX was incepted earlier than UGTIX: HBLYX (19 years) vs UGTIX (5 years). HBLYX (0.67) is less costly to investors than UGTIX (0.54). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLYX has a lower initial minimum investment than UGTIX: HBLYX (250000) vs UGTIX (1000000). HBLYX (6.98) and UGTIX (6.92) have marching annual gain over last year. UGTIX return over 5 years is better than : 47.06 vs. HBLYX (19.46).
| HBLYX | UGTIX | HBLYX / UGTIX | |
| Total Expense Ratio | 0.67 | 0.54 | 124% |
| Annual Report Gross Expense Ratio | 0.67 | 0.54 | 124% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 6.278 | 3.083 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.51 | 1.79 | 196% |
| Returns for 1 year | 6.98 | 6.92 | 101% |
| Returns for 3 years | 17.09 | 35.10 | 49% |
| Returns for 5 years | 19.46 | 47.06 | 41% |
| Returns for 10 years | 44.69 | N/A | - |
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