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HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
Hartford Balanced Income A
Price$14.51
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy Ins
Price$27.70
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets832.36M
HBLAX vs UGTIX Comparison Chart
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HBLAX vs. UGTIX commentary
Jun 06, 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 StrongBuy and UGTIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTIX (832M). HBLAX pays higher dividends than UGTIX: HBLAX (3.37) vs UGTIX (1.76). 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 (17.00). 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 : 6.11 vs. HBLAX (3.59).
| 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 | 3.373 | 0.084 | 4,023% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 832M | 1,418% |
| Annual Yield % from dividends | 3.37 | 1.76 | 191% |
| Returns for 1 year | 3.59 | 6.11 | 59% |
| Returns for 3 years | 8.27 | 24.89 | 33% |
| Returns for 5 years | 12.22 | N/A | - |
| Returns for 10 years | 36.45 | N/A | - |
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