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HBLTX vs UGTAX
HBLTX vs UGTAX Comparison
Open Charts HBLTX vs UGTAX
HBLTX vs UGTAX Comparison Chart in %
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HBLTX vs. UGTAX commentary
Jul 14, 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 HBLTX is a StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.1B vs. UGTAX (934M). HBLTX pays higher dividends than UGTAX: HBLTX (3.36) vs UGTAX (1.96). HBLTX was incepted earlier than UGTAX: HBLTX (16 years) vs UGTAX (6 years). UGTAX (0.90) is less costly to investors than HBLTX (0.67). HBLTX is a more actively managed with annual turnover of: 90.00 vs. UGTAX (16.00). 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 : 14.23 vs. HBLTX (5.27). UGTAX return over 5 years is better than : 34.30 vs. HBLTX (7.50).
| HBLTX | UGTAX | HBLTX / UGTAX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.90 | 74% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.507 | 6.764 | 67% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 934M | 1,188% |
| Annual Yield % from dividends | 3.36 | 1.96 | 172% |
| Returns for 1 year | 5.27 | 14.23 | 37% |
| Returns for 3 years | 19.57 | 39.12 | 50% |
| Returns for 5 years | 7.50 | 34.30 | 22% |
| Returns for 10 years | 41.05 | N/A | - |
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