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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
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 HBLTX is a Buy and UGTCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.1B vs. UGTCX (933M). HBLTX pays higher dividends than UGTCX: HBLTX (3.33) vs UGTCX (1.30). HBLTX was incepted earlier than UGTCX: HBLTX (16 years) vs UGTCX (6 years). UGTCX (1.65) 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 : 12.35 vs. HBLTX (5.11). UGTCX return over 5 years is better than : 28.23 vs. HBLTX (7.39).
| HBLTX | UGTCX | HBLTX / UGTCX | |
| Total Expense Ratio | 0.67 | 1.57 | 43% |
| Annual Report Gross Expense Ratio | 0.67 | 1.65 | 41% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 6.104 | 6.059 | 101% |
| 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 | 3.33 | 1.30 | 256% |
| Returns for 1 year | 5.11 | 12.35 | 41% |
| Returns for 3 years | 23.96 | 39.08 | 61% |
| Returns for 5 years | 7.39 | 28.23 | 26% |
| Returns for 10 years | 42.09 | N/A | - |
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