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HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
Hartford Balanced Income A
Price$14.70
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
Victory Growth and Tax Strategy Ins
Price$28.35
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets848.75M
HBLAX vs UGTIX Comparison Chart in %
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HBLAX vs. UGTIX commentary
Jul 13, 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 UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. UGTIX (849M). HBLAX pays higher dividends than UGTIX: HBLAX (3.35) vs UGTIX (1.79). HBLAX was incepted earlier than UGTIX: HBLAX (19 years) vs UGTIX (5 years). HBLAX (0.89) is less costly to investors than UGTIX (0.54). HBLAX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLAX has a lower initial minimum investment than UGTIX: HBLAX (2000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 5.91 vs. HBLAX (4.39). UGTIX return over 5 years is better than : 44.97 vs. HBLAX (17.12).
| HBLAX | UGTIX | HBLAX / UGTIX | |
| Total Expense Ratio | 0.89 | 0.54 | 165% |
| Annual Report Gross Expense Ratio | 0.89 | 0.54 | 165% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 5.470 | 2.902 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.35 | 1.79 | 188% |
| Returns for 1 year | 4.39 | 5.91 | 74% |
| Returns for 3 years | 16.00 | 34.14 | 47% |
| Returns for 5 years | 17.12 | 44.97 | 38% |
| Returns for 10 years | 39.62 | N/A | - |
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