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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
Open Charts HBLSX vs UGTCX
HBLSX vs UGTCX Comparison Chart in %
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HBLSX vs. UGTCX commentary
Jun 24, 2026
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 UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.1B vs. UGTCX (927M). HBLSX pays higher dividends than UGTCX: HBLSX (3.08) vs UGTCX (1.10). HBLSX was incepted earlier than UGTCX: HBLSX (16 years) vs UGTCX (6 years). UGTCX (1.72) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. UGTCX (16.00). HBLSX has a lower initial minimum investment than UGTCX: HBLSX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 15.74 vs. HBLSX (5.86). UGTCX return over 5 years is better than : 31.43 vs. HBLSX (6.36).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | 0.96 | 1.58 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.72 | 56% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 3.608 | 5.890 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 927M | 1,197% |
| Annual Yield % from dividends | 3.08 | 1.10 | 279% |
| Returns for 1 year | 5.86 | 15.74 | 37% |
| Returns for 3 years | 20.07 | 37.91 | 53% |
| Returns for 5 years | 6.36 | 31.43 | 20% |
| Returns for 10 years | 41.96 | N/A | - |
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