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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy Ins
Price$29.74
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets879.25M
HBLYX vs UGTIX Comparison Chart in %
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HBLYX vs. UGTIX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLYX is a Hold and UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTIX (879M). HBLYX pays higher dividends than UGTIX: HBLYX (3.44) vs UGTIX (1.77). 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 : 8.05 vs. HBLYX (2.51). UGTIX return over 5 years is better than : 45.31 vs. HBLYX (17.35).
| 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 | 9.048 | 8.523 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 879M | 1,342% |
| Annual Yield % from dividends | 3.44 | 1.77 | 194% |
| Returns for 1 year | 2.51 | 8.05 | 31% |
| Returns for 3 years | 25.18 | 47.28 | 53% |
| Returns for 5 years | 17.35 | 45.31 | 38% |
| Returns for 10 years | 48.84 | N/A | - |
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