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HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
Hartford Balanced Income A
Price$14.59
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Victory Growth and Tax Strategy Ins
Price$28.24
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets862.81M
HBLAX vs UGTIX Comparison Chart
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HBLAX vs. UGTIX commentary
Feb 23, 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: 12.1B vs. UGTIX (863M). HBLAX pays higher dividends than UGTIX: HBLAX (3.35) vs UGTIX (2.10). HBLAX was incepted earlier than UGTIX: HBLAX (19 years) vs UGTIX (5 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 : 11.49 vs. HBLAX (6.46).
| HBLAX | UGTIX | HBLAX / UGTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 2.891 | 1.510 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 863M | 1,402% |
| Annual Yield % from dividends | 3.35 | 2.10 | 160% |
| Returns for 1 year | 6.46 | 11.49 | 56% |
| Returns for 3 years | 4.60 | 19.80 | 23% |
| Returns for 5 years | 8.83 | N/A | - |
| Returns for 10 years | 33.61 | N/A | - |
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