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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Victory Growth and Tax Strategy A
Price$29.75
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets878.68M
HBLAX vs UGTAX Comparison Chart in %
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HBLAX vs. UGTAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. UGTAX (879M). HBLAX pays higher dividends than UGTAX: HBLAX (3.29) vs UGTAX (1.48). 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 : 7.35 vs. HBLAX (3.08). UGTAX return over 5 years is better than : 40.48 vs. HBLAX (12.57).
| 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 | 8.434 | 8.360 | 101% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 879M | 1,320% |
| Annual Yield % from dividends | 3.29 | 1.48 | 222% |
| Returns for 1 year | 3.08 | 7.35 | 42% |
| Returns for 3 years | 16.50 | 40.31 | 41% |
| Returns for 5 years | 12.57 | 40.48 | 31% |
| Returns for 10 years | 43.20 | N/A | - |
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