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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.34
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$28.06
Change+$0.12 (+0.43%)
VolumeN/A
CapitalizationN/A
HBLAX vs UGTAX Comparison Chart
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HBLAX vs. UGTAX commentary
Dec 25, 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 StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B 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 : 13.43 vs. HBLAX (3.21).
| 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 | 2.557 | 13.202 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 854M | 1,405% |
| Annual Yield % from dividends | 3.35 | 1.84 | 182% |
| Returns for 1 year | 3.21 | 13.43 | 24% |
| Returns for 3 years | -1.51 | 10.39 | -15% |
| Returns for 5 years | 8.16 | N/A | - |
| Returns for 10 years | 31.09 | N/A | - |
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