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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
Victory Growth and Tax Strategy A
Price$28.17
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets862.81M
HBLYX vs UGTAX Comparison Chart
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HBLYX vs. UGTAX commentary
Feb 23, 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: 12.1B vs. UGTAX (863M). HBLYX pays higher dividends than UGTAX: HBLYX (3.51) vs UGTAX (1.84). HBLYX was incepted earlier than UGTAX: HBLYX (19 years) vs UGTAX (5 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. UGTAX (15.00). UGTAX has a lower initial minimum investment than HBLYX: UGTAX (2500) vs HBLYX (250000). UGTAX annual gain was more profitable for investors over the last year : 11.17 vs. HBLYX (6.80).
| HBLYX | UGTAX | HBLYX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 2.988 | 1.477 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 863M | 1,402% |
| Annual Yield % from dividends | 3.51 | 1.84 | 191% |
| Returns for 1 year | 6.80 | 11.17 | 61% |
| Returns for 3 years | 5.40 | 18.74 | 29% |
| Returns for 5 years | 10.09 | N/A | - |
| Returns for 10 years | 36.83 | N/A | - |
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