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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$14.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy A
Price$27.00
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets814.8M
HBLYX vs UGTAX Comparison Chart
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HBLYX vs. UGTAX commentary
May 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 Buy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. UGTAX (815M). HBLYX pays higher dividends than UGTAX: HBLYX (3.57) vs UGTAX (1.55). 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 : 4.95 vs. HBLYX (2.55).
| 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 | 1.697 | -2.392 | -71% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 815M | 1,423% |
| Annual Yield % from dividends | 3.57 | 1.55 | 230% |
| Returns for 1 year | 2.55 | 4.95 | 52% |
| Returns for 3 years | 9.75 | 24.29 | 40% |
| Returns for 5 years | 19.46 | N/A | - |
| Returns for 10 years | 35.79 | N/A | - |
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