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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$14.89
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.84B
Victory Growth and Tax Strategy A
Price$28.64
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets856.21M
HBLSX vs UGTAX Comparison Chart in %
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HBLSX vs. UGTAX commentary
Aug 10, 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: 11.8B vs. UGTAX (856M). HBLSX pays higher dividends than UGTAX: HBLSX (3.24) vs UGTAX (1.53). 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 : 9.05 vs. HBLSX (4.76). UGTAX return over 5 years is better than : 39.49 vs. HBLSX (13.05).
| 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 | 6.167 | 4.051 | 152% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 856M | 1,379% |
| Annual Yield % from dividends | 3.24 | 1.53 | 213% |
| Returns for 1 year | 4.76 | 9.05 | 53% |
| Returns for 3 years | 12.32 | 28.99 | 43% |
| Returns for 5 years | 13.05 | 39.49 | 33% |
| Returns for 10 years | 40.06 | N/A | - |
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