Ad is loading...
HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$14.02
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets11.39B
Victory Growth and Tax Strategy A
Price$25.99
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets788.63M
HBLSX vs UGTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. UGTAX commentary
Apr 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 Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.4B vs. UGTAX (789M). HBLSX pays higher dividends than UGTAX: HBLSX (3.26) vs UGTAX (1.54). 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 : 2.19 vs. HBLSX (0.94).
| 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 | -1.558 | -5.754 | 27% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 789M | 1,445% |
| Annual Yield % from dividends | 3.26 | 1.54 | 212% |
| Returns for 1 year | 0.94 | 2.19 | 43% |
| Returns for 3 years | 1.01 | 12.50 | 8% |
| Returns for 5 years | 14.58 | N/A | - |
| Returns for 10 years | 26.96 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers