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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$14.62
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Victory Growth and Tax Strategy A
Price$27.76
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets831.44M
HBLSX vs UGTAX Comparison Chart
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HBLSX vs. UGTAX commentary
Jun 07, 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: 11.7B vs. UGTAX (831M). HBLSX pays higher dividends than UGTAX: HBLSX (3.26) vs UGTAX (1.51). 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 (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 : 5.50 vs. HBLSX (3.47).
| 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 | 3.251 | -0.150 | -2,161% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 831M | 1,408% |
| Annual Yield % from dividends | 3.26 | 1.51 | 216% |
| Returns for 1 year | 3.47 | 5.50 | 63% |
| Returns for 3 years | 7.22 | 23.22 | 31% |
| Returns for 5 years | 11.71 | N/A | - |
| Returns for 10 years | 35.82 | N/A | - |
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