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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$27.96
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
HBLYX vs UGTAX Comparison Chart
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HBLYX vs. UGTAX commentary
Nov 18, 2024
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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. UGTAX (854M). HBLYX pays higher dividends than UGTAX: HBLYX (3.51) vs UGTAX (1.84). HBLYX was incepted earlier than UGTAX: HBLYX (18 years) vs UGTAX (4 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 : 20.10 vs. HBLYX (15.46).
| HBLYX | UGTAX | HBLYX / UGTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 4 years | - |
| Gain YTD | 7.985 | 13.456 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 854M | 1,452% |
| Annual Yield % from dividends | 3.51 | 1.84 | 191% |
| Returns for 1 year | 15.46 | 20.10 | 77% |
| Returns for 3 years | -0.32 | 11.34 | -3% |
| Returns for 5 years | 16.30 | N/A | - |
| Returns for 10 years | 39.87 | N/A | - |
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