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HBLYX vs UGTIX
HBLYX vs UGTIX Comparison
Open Charts HBLYX vs UGTIX
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy Ins
Price$28.45
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLYX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. UGTIX (849M). 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 (0.55). 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 : 8.07 vs. HBLYX (5.38). UGTIX return over 5 years is better than : 44.01 vs. HBLYX (16.51).
| 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 | 6.703 | 3.264 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.51 | 1.79 | 196% |
| Returns for 1 year | 5.38 | 8.07 | 67% |
| Returns for 3 years | 15.46 | 32.49 | 48% |
| Returns for 5 years | 16.51 | 44.01 | 38% |
| Returns for 10 years | 45.27 | N/A | - |
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