Ad is loading...
HBLFX vs UGTAX
HBLFX vs UGTAX Comparison
Open Charts HBLFX vs UGTAX
Hartford Balanced Income F
Price$15.33
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$27.76
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HBLFX vs UGTAX Comparison Chart
Loading...
HBLFX vs. UGTAX commentary
Sep 21, 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 HBLFX is a Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.8B vs. UGTAX (840M). HBLFX pays higher dividends than UGTAX: HBLFX (3.67) vs UGTAX (1.84). HBLFX was incepted earlier than UGTAX: HBLFX (8 years) vs UGTAX (4 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. UGTAX (15.00). UGTAX has a lower initial minimum investment than HBLFX: UGTAX (2500) vs HBLFX (1000000). UGTAX annual gain was more profitable for investors over the last year : 22.11 vs. HBLFX (16.98).
| HBLFX | UGTAX | HBLFX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | 9.161 | 12.188 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 840M | 1,524% |
| Annual Yield % from dividends | 3.67 | 1.84 | 199% |
| Returns for 1 year | 16.98 | 22.11 | 77% |
| Returns for 3 years | 2.52 | 14.01 | 18% |
| Returns for 5 years | 19.44 | N/A | - |
| Returns for 10 years | N/A | 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 % |
| TZA | 13.62 | 0.44 | +3.34% |
| Direxion Daily Small Cap Bear 3X ETF | |||
| GOAU | 21.79 | 0.39 | +1.82% |
| US Global GO GOLD and Prec Mtl Mnrs ETF | |||
| SNPE | 51.89 | -0.18 | -0.35% |
| Xtrackers S&P 500 ESG ETF | |||
| ROAM | 24.61 | -0.13 | -0.53% |
| Hartford Multifactor Emerging Mkts ETF | |||
| SHPP | 27.42 | -0.58 | -2.07% |
| Pacer Industrials and Logistics ETF | |||