HBLAX
Price
$14.26
Change
-$0.21 (-1.45%)
Updated
Dec 18 closing price
UGTIX
Price
$27.87
Change
-$0.51 (-1.80%)
Updated
Dec 18 closing price
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HBLAX vs UGTIX

Header iconHBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIXBanner chart's image
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy Ins
Price$27.87
Change-$0.51 (-1.80%)
VolumeN/A
CapitalizationN/A
HBLAX vs UGTIX Comparison Chart
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HBLAX vs. UGTIX commentary
Dec 19, 2024

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 UGTIX is a Buy.

FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTIX (864M). HBLAX pays higher dividends than UGTIX: HBLAX (3.35) vs UGTIX (2.10). HBLAX was incepted earlier than UGTIX: HBLAX (18 years) vs UGTIX (4 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. UGTIX (15.00). 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 : 16.37 vs. HBLAX (8.79).
HBLAXUGTIXHBLAX / UGTIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years4 years-
Gain YTD7.64915.73149%
Front LoadN/AN/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRA2000N/A-
Net Assets11.8B864M1,366%
Annual Yield % from dividends3.352.10160%
Returns for 1 year8.7916.3754%
Returns for 3 years3.7714.7825%
Returns for 5 years13.84N/A-
Returns for 10 years38.11N/A-
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