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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$14.15
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets11.39B
Victory Growth and Tax Strategy A
Price$25.99
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets788.63M
HBLYX vs UGTAX Comparison Chart
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HBLYX vs. UGTAX commentary
Apr 12, 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 Hold and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.4B vs. UGTAX (789M). HBLYX pays higher dividends than UGTAX: HBLYX (3.53) vs UGTAX (1.54). 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 (13.00). 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 : 2.19 vs. HBLYX (1.23).
| 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 | -1.460 | -5.754 | 25% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 789M | 1,445% |
| Annual Yield % from dividends | 3.53 | 1.54 | 229% |
| Returns for 1 year | 1.23 | 2.19 | 56% |
| Returns for 3 years | 1.97 | 12.50 | 16% |
| Returns for 5 years | 16.25 | N/A | - |
| Returns for 10 years | 30.62 | N/A | - |
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