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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$15.03
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$27.96
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
HBLAX vs UGTAX Comparison Chart
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HBLAX vs. UGTAX commentary
Nov 18, 2024
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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.4B vs. UGTAX (854M). HBLAX pays higher dividends than UGTAX: HBLAX (3.35) vs UGTAX (1.84). HBLAX was incepted earlier than UGTAX: HBLAX (18 years) vs UGTAX (4 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. UGTAX (15.00). 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 : 20.10 vs. HBLAX (15.22).
| HBLAX | UGTAX | HBLAX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 7.792 | 13.456 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.4B | 854M | 1,452% |
| Annual Yield % from dividends | 3.35 | 1.84 | 182% |
| Returns for 1 year | 15.22 | 20.10 | 76% |
| Returns for 3 years | -1.13 | 11.34 | -10% |
| Returns for 5 years | 14.99 | N/A | - |
| Returns for 10 years | 36.48 | N/A | - |
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