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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$13.93
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets11.39B
Victory Growth and Tax Strategy A
Price$25.99
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets788.63M
HBLAX vs UGTAX Comparison Chart
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HBLAX vs. UGTAX commentary
Apr 12, 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 Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.4B vs. UGTAX (789M). HBLAX pays higher dividends than UGTAX: HBLAX (3.37) vs UGTAX (1.54). 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 (13.00). 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 : 2.19 vs. HBLAX (1.03).
| 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 | -1.536 | -5.754 | 27% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.4B | 789M | 1,445% |
| Annual Yield % from dividends | 3.37 | 1.54 | 219% |
| Returns for 1 year | 1.03 | 2.19 | 47% |
| Returns for 3 years | 1.22 | 12.50 | 10% |
| Returns for 5 years | 14.96 | N/A | - |
| Returns for 10 years | 27.51 | N/A | - |
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