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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy A
Price$27.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
HBLAX vs UGTAX Comparison Chart
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HBLAX vs. UGTAX commentary
May 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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. UGTAX (815M). HBLAX pays higher dividends than UGTAX: HBLAX (3.41) vs UGTAX (1.55). 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 : 4.95 vs. HBLAX (2.22).
| 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 | 1.523 | -2.392 | -64% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 815M | 1,423% |
| Annual Yield % from dividends | 3.41 | 1.55 | 220% |
| Returns for 1 year | 2.22 | 4.95 | 45% |
| Returns for 3 years | 8.90 | 24.29 | 37% |
| Returns for 5 years | 18.01 | N/A | - |
| Returns for 10 years | 32.53 | N/A | - |
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