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HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
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.
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).
| 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 | 2.891 | -0.503 | -575% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 845M | 1,432% |
| Annual Yield % from dividends | 3.33 | 2.21 | 151% |
| Returns for 1 year | 5.12 | 7.99 | 64% |
| Returns for 3 years | 6.75 | 19.43 | 35% |
| Returns for 5 years | 12.83 | N/A | - |
| Returns for 10 years | 36.50 | N/A | - |
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