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HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
Hartford Balanced Income A
Price$14.09
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets11.5B
Victory Growth and Tax Strategy Ins
Price$26.22
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets780.9M
HBLAX vs UGTIX Comparison Chart
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HBLAX vs. UGTIX commentary
Apr 25, 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: 11.5B vs. UGTIX (781M). HBLAX pays higher dividends than UGTIX: HBLAX (3.37) vs UGTIX (1.80). 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 : 2.70 vs. HBLAX (2.56).
| 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 | -0.185 | -6.593 | 3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.5B | 781M | 1,472% |
| Annual Yield % from dividends | 3.37 | 1.80 | 188% |
| Returns for 1 year | 2.56 | 2.70 | 95% |
| Returns for 3 years | 4.27 | 14.95 | 29% |
| Returns for 5 years | 15.78 | N/A | - |
| Returns for 10 years | 28.70 | N/A | - |
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