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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$15.39
Change-$0.02 (-0.13%)
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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HBLSX vs UGTAX Comparison Chart
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HBLSX 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 HBLSX is a Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.8B vs. UGTAX (840M). HBLSX pays higher dividends than UGTAX: HBLSX (3.25) vs UGTAX (1.84). HBLSX was incepted earlier than UGTAX: HBLSX (14 years) vs UGTAX (4 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. UGTAX (15.00). HBLSX has a lower initial minimum investment than UGTAX: HBLSX (0) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 22.11 vs. HBLSX (16.52).
| HBLSX | UGTAX | HBLSX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 8.830 | 12.188 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 840M | 1,524% |
| Annual Yield % from dividends | 3.25 | 1.84 | 177% |
| Returns for 1 year | 16.52 | 22.11 | 75% |
| Returns for 3 years | 1.25 | 14.01 | 9% |
| Returns for 5 years | 17.33 | N/A | - |
| Returns for 10 years | 39.09 | N/A | - |
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