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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
Victory Growth and Tax Strategy A
Price$29.69
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets881.73M
HBLSX vs UGTAX Comparison Chart in %
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HBLSX vs. UGTAX commentary
Nov 20, 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: 11.6B vs. UGTAX (882M). HBLSX pays higher dividends than UGTAX: HBLSX (3.19) vs UGTAX (1.48). 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 : 8.09 vs. HBLSX (2.69). UGTAX return over 5 years is better than : 40.68 vs. HBLSX (11.95).
| 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 | 8.238 | 8.798 | 94% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 882M | 1,315% |
| Annual Yield % from dividends | 3.19 | 1.48 | 215% |
| Returns for 1 year | 2.69 | 8.09 | 33% |
| Returns for 3 years | 16.10 | 40.88 | 39% |
| Returns for 5 years | 11.95 | 40.68 | 29% |
| Returns for 10 years | 42.34 | N/A | - |
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