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HBLTX vs UGTCX
HBLTX vs UGTCX Comparison
Open Charts HBLTX vs UGTCX
HBLTX vs UGTCX Comparison Chart in %
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HBLTX 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 HBLTX is a Hold and UGTCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.1B vs. UGTCX (927M). HBLTX pays higher dividends than UGTCX: HBLTX (3.37) vs UGTCX (1.10). HBLTX was incepted earlier than UGTCX: HBLTX (16 years) vs UGTCX (6 years). UGTCX (1.72) is less costly to investors than HBLTX (0.67). HBLTX is a more actively managed with annual turnover of: 90.00 vs. UGTCX (16.00). HBLTX has a lower initial minimum investment than UGTCX: HBLTX (0) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 15.74 vs. HBLTX (6.18). UGTCX return over 5 years is better than : 31.43 vs. HBLTX (7.99).
| HBLTX | UGTCX | HBLTX / UGTCX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.72 | 39% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 3.839 | 5.890 | 65% |
| 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 | 3.37 | 1.10 | 305% |
| Returns for 1 year | 6.18 | 15.74 | 39% |
| Returns for 3 years | 21.23 | 37.91 | 56% |
| Returns for 5 years | 7.99 | 31.43 | 25% |
| Returns for 10 years | 45.67 | N/A | - |
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