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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
HBLAX vs UGTAX Comparison Chart in %
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HBLAX vs. UGTAX commentary
Aug 03, 2026
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: 11.1B vs. UGTAX (922M). HBLAX pays higher dividends than UGTAX: HBLAX (3.15) vs UGTAX (1.98). HBLAX was incepted earlier than UGTAX: HBLAX (20 years) vs UGTAX (6 years). UGTAX (0.90) and HBLAX (0.89) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 90.00 vs. UGTAX (16.00). 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 : 12.08 vs. HBLAX (5.37). UGTAX return over 5 years is better than : 32.06 vs. HBLAX (5.69).
| HBLAX | UGTAX | HBLAX / UGTAX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.90 | 99% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 4.636 | 5.348 | 87% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 922M | 1,204% |
| Annual Yield % from dividends | 3.15 | 1.98 | 159% |
| Returns for 1 year | 5.37 | 12.08 | 44% |
| Returns for 3 years | 18.09 | 36.25 | 50% |
| Returns for 5 years | 5.69 | 32.06 | 18% |
| Returns for 10 years | 39.35 | N/A | - |
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