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HBLTX vs UGTAX
HBLTX vs UGTAX Comparison
Open Charts HBLTX vs UGTAX
Hartford Balanced Income R5
Price$14.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.84B
Victory Growth and Tax Strategy A
Price$28.64
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets856.21M
HBLTX vs UGTAX Comparison Chart in %
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HBLTX 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 HBLTX is a Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. UGTAX (856M). HBLTX pays higher dividends than UGTAX: HBLTX (3.54) vs UGTAX (1.53). HBLTX was incepted earlier than UGTAX: HBLTX (15 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLTX has a lower initial minimum investment than UGTAX: HBLTX (0) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 9.05 vs. HBLTX (5.08). UGTAX return over 5 years is better than : 39.49 vs. HBLTX (14.67).
| HBLTX | UGTAX | HBLTX / UGTAX | |
| Total Expense Ratio | 0.66 | 0.83 | 80% |
| Annual Report Gross Expense Ratio | 0.66 | 0.91 | 73% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.325 | 4.051 | 156% |
| 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 | 3.54 | 1.53 | 232% |
| Returns for 1 year | 5.08 | 9.05 | 56% |
| Returns for 3 years | 13.35 | 28.99 | 46% |
| Returns for 5 years | 14.67 | 39.49 | 37% |
| Returns for 10 years | 43.66 | N/A | - |
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