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HBLSX vs UGTCX
HBLSX vs UGTCX Comparison
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HBLSX vs UGTCX Comparison Chart in %
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HBLSX vs. UGTCX commentary
Aug 23, 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 Buy and UGTCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.1B vs. UGTCX (933M). HBLSX pays higher dividends than UGTCX: HBLSX (3.04) vs UGTCX (1.30). HBLSX was incepted earlier than UGTCX: HBLSX (16 years) vs UGTCX (6 years). UGTCX (1.65) 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 : 12.35 vs. HBLSX (4.85). UGTCX return over 5 years is better than : 28.23 vs. HBLSX (5.83).
| HBLSX | UGTCX | HBLSX / UGTCX | |
| Total Expense Ratio | 0.96 | 1.57 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.65 | 58% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 5.860 | 6.059 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 933M | 1,190% |
| Annual Yield % from dividends | 3.04 | 1.30 | 233% |
| Returns for 1 year | 4.85 | 12.35 | 39% |
| Returns for 3 years | 22.86 | 39.08 | 59% |
| Returns for 5 years | 5.83 | 28.23 | 21% |
| Returns for 10 years | 38.43 | N/A | - |
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