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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$15.19
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy Ins
Price$29.46
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLYX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTIX (874M). HBLYX pays higher dividends than UGTIX: HBLYX (3.43) vs UGTIX (1.75). HBLYX was incepted earlier than UGTIX: HBLYX (19 years) vs UGTIX (5 years). HBLYX (0.67) is less costly to investors than UGTIX (0.55). 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). UGTIX annual gain was more profitable for investors over the last year : 7.95 vs. HBLYX (2.24). UGTIX return over 5 years is better than : 47.53 vs. HBLYX (19.72).
| HBLYX | UGTIX | HBLYX / UGTIX | |
| Total Expense Ratio | 0.67 | 0.54 | 124% |
| Annual Report Gross Expense Ratio | 0.67 | 0.55 | 122% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 8.406 | 7.501 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 3.43 | 1.75 | 196% |
| Returns for 1 year | 2.24 | 7.95 | 28% |
| Returns for 3 years | 26.14 | 48.03 | 54% |
| Returns for 5 years | 19.72 | 47.53 | 41% |
| Returns for 10 years | 53.95 | N/A | - |
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