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HBLIX vs UGTAX
HBLIX vs UGTAX Comparison
Open Charts HBLIX vs UGTAX
Hartford Balanced Income I
Price$15.32
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
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HBLIX vs UGTAX Comparison Chart
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HBLIX 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 HBLIX is a Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.8B vs. UGTAX (840M). HBLIX pays higher dividends than UGTAX: HBLIX (3.59) vs UGTAX (1.84). HBLIX was incepted earlier than UGTAX: HBLIX (15 years) vs UGTAX (4 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. UGTAX (15.00). HBLIX has a lower initial minimum investment than UGTAX: HBLIX (2000) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 22.11 vs. HBLIX (16.89).
| HBLIX | UGTAX | HBLIX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 9.122 | 12.188 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 840M | 1,524% |
| Annual Yield % from dividends | 3.59 | 1.84 | 195% |
| Returns for 1 year | 16.89 | 22.11 | 76% |
| Returns for 3 years | 2.27 | 14.01 | 16% |
| Returns for 5 years | 19.03 | N/A | - |
| Returns for 10 years | 42.53 | N/A | - |
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| SMI | 46.84 | 0.03 | +0.05% |
| VanEck HIP Sustainable Muni ETF | |||
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| Innovator US Equity Power Bffr ETF™ Feb | |||
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| Rareview Systematic Equity ETF | |||
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| SDVY | 36.20 | -0.32 | -0.88% |
| First Trust SMID Cp Rising Div Achv ETF | |||