Ad is loading...
HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$14.43
Change+$0.05 (+0.35%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$28.06
Change+$0.12 (+0.43%)
VolumeN/A
CapitalizationN/A
HBLSX vs UGTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. UGTAX commentary
Dec 25, 2024
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: 12B vs. UGTAX (854M). HBLSX pays higher dividends than UGTAX: HBLSX (3.25) vs UGTAX (1.84). HBLSX was incepted earlier than UGTAX: HBLSX (15 years) vs UGTAX (4 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. UGTAX (15.00). 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 : 13.43 vs. HBLSX (3.11).
| HBLSX | UGTAX | HBLSX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 2.480 | 13.202 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 854M | 1,405% |
| Annual Yield % from dividends | 3.25 | 1.84 | 177% |
| Returns for 1 year | 3.11 | 13.43 | 23% |
| Returns for 3 years | -1.76 | 10.39 | -17% |
| Returns for 5 years | 7.86 | N/A | - |
| Returns for 10 years | 30.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...