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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Victory Growth and Tax Strategy A
Price$27.76
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets831.44M
HBLAX vs UGTAX Comparison Chart
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HBLAX vs. UGTAX commentary
Jun 07, 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 HBLAX is a StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. UGTAX (831M). HBLAX pays higher dividends than UGTAX: HBLAX (3.37) vs UGTAX (1.51). HBLAX was incepted earlier than UGTAX: HBLAX (19 years) vs UGTAX (5 years). UGTAX (0.93) and HBLAX (0.89) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLAX initial investment is less costly to investors than UGTAX (2%) vs UGTAX (2%). HBLAX has a lower initial minimum investment than UGTAX: HBLAX (2000) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 5.50 vs. HBLAX (3.59).
| HBLAX | UGTAX | HBLAX / UGTAX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.93 | 96% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 3.230 | -0.150 | -2,147% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 831M | 1,408% |
| Annual Yield % from dividends | 3.37 | 1.51 | 223% |
| Returns for 1 year | 3.59 | 5.50 | 65% |
| Returns for 3 years | 7.47 | 23.22 | 32% |
| Returns for 5 years | 12.06 | N/A | - |
| Returns for 10 years | 36.36 | N/A | - |
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