Ad is loading...
HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
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
Loading...
View a ticker or compare two or three
VS
VS
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).
| HBLAX | UGTIX | HBLAX / UGTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 7.649 | 15.731 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 864M | 1,366% |
| Annual Yield % from dividends | 3.35 | 2.10 | 160% |
| Returns for 1 year | 8.79 | 16.37 | 54% |
| Returns for 3 years | 3.77 | 14.78 | 25% |
| Returns for 5 years | 13.84 | N/A | - |
| Returns for 10 years | 38.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DBEZ | 46.32 | -0.10 | -0.22% |
| Xtrackers MSCI Eurozone Hedged Eq ETF | |||
| FEM | 22.61 | -0.08 | -0.36% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| IXC | 38.05 | -0.28 | -0.72% |
| iShares Global Energy ETF | |||
| QABA | 58.99 | -1.33 | -2.20% |
| First Trust NASDAQ® ABA Community Bk ETF | |||
| DZZ | 1.60 | -0.05 | -3.32% |
| DB Gold Double Short ETN | |||