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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$14.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy A
Price$27.61
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets830.29M
HBLYX vs UGTAX Comparison Chart in %
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HBLYX vs. UGTAX commentary
Jun 20, 2025
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 HBLYX is a StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTAX (830M). HBLYX pays higher dividends than UGTAX: HBLYX (3.53) vs UGTAX (1.51). HBLYX was incepted earlier than UGTAX: HBLYX (19 years) vs UGTAX (5 years). UGTAX (0.93) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). UGTAX has a lower initial minimum investment than HBLYX: UGTAX (2500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 4.60 vs. UGTAX (4.06).
| HBLYX | UGTAX | HBLYX / UGTAX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 3.941 | 0.309 | 1,275% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 3.53 | 1.51 | 234% |
| Returns for 1 year | 4.60 | 4.06 | 113% |
| Returns for 3 years | 17.45 | 34.35 | 51% |
| Returns for 5 years | 16.13 | N/A | - |
| Returns for 10 years | 39.29 | N/A | - |
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