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HBLVX vs UGTIX
HBLVX vs UGTIX Comparison
Open Charts HBLVX vs UGTIX
HBLVX vs UGTIX Comparison Chart in %
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HBLVX 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 HBLVX is a Buy and UGTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.1B vs. UGTIX (927M). HBLVX pays higher dividends than UGTIX: HBLVX (3.38) vs UGTIX (2.20). HBLVX was incepted earlier than UGTIX: HBLVX (12 years) vs UGTIX (6 years). HBLVX (0.56) and UGTIX (0.56) have similar cost to investors . HBLVX is a more actively managed with annual turnover of: 90.00 vs. UGTIX (16.00). HBLVX has a lower initial minimum investment than UGTIX: HBLVX (0) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 11.73 vs. HBLVX (4.48). UGTIX return over 5 years is better than : 32.96 vs. HBLVX (7.32).
| HBLVX | UGTIX | HBLVX / UGTIX | |
| Total Expense Ratio | 0.56 | 0.56 | 100% |
| Annual Report Gross Expense Ratio | 0.56 | 0.56 | 100% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 6.105 | 6.070 | 101% |
| 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 | 3.38 | 2.20 | 154% |
| Returns for 1 year | 4.48 | 11.73 | 38% |
| Returns for 3 years | 23.33 | 40.28 | 58% |
| Returns for 5 years | 7.32 | 32.96 | 22% |
| Returns for 10 years | 43.00 | N/A | - |
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