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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
Sep 05, 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 UGTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.1B vs. UGTIX (927M). HBLTX pays higher dividends than UGTIX: HBLTX (3.31) vs UGTIX (2.20). HBLTX was incepted earlier than UGTIX: HBLTX (16 years) vs UGTIX (6 years). HBLTX (0.67) is less costly to investors than UGTIX (0.56). HBLTX is a more actively managed with annual turnover of: 90.00 vs. UGTIX (16.00). 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 : 11.73 vs. HBLTX (4.28). UGTIX return over 5 years is better than : 32.96 vs. HBLTX (6.69).
| HBLTX | UGTIX | HBLTX / UGTIX | |
| Total Expense Ratio | 0.67 | 0.56 | 120% |
| Annual Report Gross Expense Ratio | 0.67 | 0.56 | 120% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 6.035 | 6.070 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 927M | 1,197% |
| Annual Yield % from dividends | 3.31 | 2.20 | 151% |
| Returns for 1 year | 4.28 | 11.73 | 36% |
| Returns for 3 years | 22.89 | 40.28 | 57% |
| Returns for 5 years | 6.69 | 32.96 | 20% |
| Returns for 10 years | 41.40 | N/A | - |
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