Interact to see
Advertisement
Advertisement
HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Victory Growth and Tax Strategy A
Price$29.63
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets880.24M
HBLSX vs UGTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. UGTAX commentary
Oct 08, 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 Hold and UGTAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. UGTAX (880M). HBLSX pays higher dividends than UGTAX: HBLSX (3.18) vs UGTAX (1.51). HBLSX was incepted earlier than UGTAX: HBLSX (15 years) vs UGTAX (5 years). HBLSX (0.96) is less costly to investors than UGTAX (0.91). HBLSX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). 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 : 9.21 vs. HBLSX (3.31). UGTAX return over 5 years is better than : 44.13 vs. HBLSX (16.30).
| HBLSX | UGTAX | HBLSX / UGTAX | |
| Total Expense Ratio | 0.96 | 0.83 | 116% |
| Annual Report Gross Expense Ratio | 0.96 | 0.91 | 105% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 9.028 | 8.324 | 108% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 880M | 1,352% |
| Annual Yield % from dividends | 3.18 | 1.51 | 211% |
| Returns for 1 year | 3.31 | 9.21 | 36% |
| Returns for 3 years | 24.78 | 47.59 | 52% |
| Returns for 5 years | 16.30 | 44.13 | 37% |
| Returns for 10 years | 45.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers