HBLAX
Price
$14.56
Change
-$0.03 (-0.21%)
Updated
Mar 10 closing price
Net Assets
12.06B
UGTIX
Price
$27.34
Change
-$0.34 (-1.23%)
Updated
Mar 10 closing price
Net Assets
845.41M
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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$14.56
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets12.06B
Victory Growth and Tax Strategy Ins
Price$27.34
Change-$0.34 (-1.23%)
VolumeN/A
Net Assets845.41M
HBLAX vs UGTIX Comparison Chart
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HBLAX vs. UGTIX commentary
Mar 11, 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.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. UGTIX (845M). HBLAX pays higher dividends than UGTIX: HBLAX (3.33) vs UGTIX (2.21). 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 (13.00). 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 : 7.99 vs. HBLAX (5.12).
HBLAXUGTIXHBLAX / UGTIX
Total Expense Ratio0.890.54165%
Annual Report Gross Expense Ratio0.890.54165%
Fund Existence19 years5 years-
Gain YTD2.891-0.503-575%
Front Load6%N/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRA2000N/A-
Net Assets12.1B845M1,432%
Annual Yield % from dividends3.332.21151%
Returns for 1 year5.127.9964%
Returns for 3 years6.7519.4335%
Returns for 5 years12.83N/A-
Returns for 10 years36.50N/A-
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