HBLIX | UGTCX | HBLIX / UGTCX | |
Total Expense Ratio | 0.65 | 1.58 | 41% |
Annual Report Gross Expense Ratio | 0.65 | 1.72 | 38% |
Fund Existence | 15 years | 5 years | - |
Gain YTD | 6.379 | 2.407 | 265% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 2500 | 80% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 11.9B | 847M | 1,405% |
Annual Yield % from dividends | 3.58 | 0.91 | 395% |
Returns for 1 year | 5.06 | 6.71 | 75% |
Returns for 3 years | 15.18 | 28.13 | 54% |
Returns for 5 years | 16.14 | 36.43 | 44% |
Returns for 10 years | 44.42 | N/A | - |