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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.82B
Victory Growth and Tax Strategy A
Price$28.07
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets841.84M
HBLAX vs UGTAX Comparison Chart in %
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HBLAX vs. UGTAX commentary
Jul 19, 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: 11.8B vs. UGTAX (842M). HBLAX pays higher dividends than UGTAX: HBLAX (3.35) vs UGTAX (1.54). HBLAX was incepted earlier than UGTAX: HBLAX (19 years) vs UGTAX (5 years). UGTAX (0.91) 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 : 4.94 vs. HBLAX (2.49). UGTAX return over 5 years is better than : 40.81 vs. HBLAX (14.43).
| HBLAX | UGTAX | HBLAX / UGTAX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.91 | 98% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 5.255 | 2.126 | 247% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 842M | 1,401% |
| Annual Yield % from dividends | 3.35 | 1.54 | 218% |
| Returns for 1 year | 2.49 | 4.94 | 50% |
| Returns for 3 years | 15.93 | 31.89 | 50% |
| Returns for 5 years | 14.43 | 40.81 | 35% |
| Returns for 10 years | 39.13 | N/A | - |