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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy A
Price$27.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
HBLSX vs UGTAX Comparison Chart
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HBLSX vs. UGTAX commentary
May 12, 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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. UGTAX (815M). HBLSX pays higher dividends than UGTAX: HBLSX (3.30) vs UGTAX (1.55). HBLSX was incepted earlier than UGTAX: HBLSX (15 years) vs UGTAX (5 years). HBLSX (0.96) and UGTAX (0.93) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (13.00). 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 : 4.95 vs. HBLSX (2.19).
| HBLSX | UGTAX | HBLSX / UGTAX | |
| Total Expense Ratio | 0.96 | 0.83 | 116% |
| Annual Report Gross Expense Ratio | 0.96 | 0.93 | 103% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 1.554 | -2.392 | -65% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 815M | 1,423% |
| Annual Yield % from dividends | 3.30 | 1.55 | 213% |
| Returns for 1 year | 2.19 | 4.95 | 44% |
| Returns for 3 years | 8.71 | 24.29 | 36% |
| Returns for 5 years | 17.70 | N/A | - |
| Returns for 10 years | 32.02 | N/A | - |
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