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HBLTX vs UGTIX
HBLTX vs UGTIX Comparison
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HBLTX vs UGTIX Comparison Chart in %
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HBLTX vs. UGTIX commentary
Jun 03, 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 UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.2B vs. UGTIX (932M). HBLTX pays higher dividends than UGTIX: HBLTX (3.37) vs UGTIX (1.98). HBLTX was incepted earlier than UGTIX: HBLTX (16 years) vs UGTIX (6 years). HBLTX (0.67) is less costly to investors than UGTIX (0.55). HBLTX is a more actively managed with annual turnover of: 90.00 vs. UGTIX (17.00). HBLTX has a lower initial minimum investment than UGTIX: HBLTX (0) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 17.67 vs. HBLTX (6.92). UGTIX return over 5 years is better than : 39.34 vs. HBLTX (6.86).
| HBLTX | UGTIX | HBLTX / UGTIX | |
| Total Expense Ratio | 0.67 | 0.54 | 124% |
| Annual Report Gross Expense Ratio | 0.67 | 0.55 | 122% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 3.494 | 6.459 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 932M | 1,202% |
| Annual Yield % from dividends | 3.37 | 1.98 | 170% |
| Returns for 1 year | 6.92 | 17.67 | 39% |
| Returns for 3 years | 21.26 | 44.01 | 48% |
| Returns for 5 years | 6.86 | 39.34 | 17% |
| Returns for 10 years | 44.24 | N/A | - |
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