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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Victory Growth and Tax Strategy A
Price$28.17
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets862.81M
HBLSX vs UGTAX Comparison Chart
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HBLSX vs. UGTAX 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 HBLSX is a StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. UGTAX (863M). HBLSX pays higher dividends than UGTAX: HBLSX (3.25) vs UGTAX (1.84). HBLSX was incepted earlier than UGTAX: HBLSX (15 years) vs UGTAX (5 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 : 11.17 vs. HBLSX (6.48).
| HBLSX | UGTAX | HBLSX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 2.945 | 1.477 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 863M | 1,402% |
| Annual Yield % from dividends | 3.25 | 1.84 | 177% |
| Returns for 1 year | 6.48 | 11.17 | 58% |
| Returns for 3 years | 4.38 | 18.74 | 23% |
| Returns for 5 years | 8.52 | N/A | - |
| Returns for 10 years | 33.13 | N/A | - |
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