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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$15.54
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$27.76
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
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HBLYX vs UGTAX Comparison Chart
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HBLYX vs. UGTAX commentary
Sep 21, 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: 12.8B vs. UGTAX (840M). 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 : 22.11 vs. HBLYX (16.84).
| 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 | 9.044 | 12.188 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 840M | 1,524% |
| Annual Yield % from dividends | 3.51 | 1.84 | 191% |
| Returns for 1 year | 16.84 | 22.11 | 76% |
| Returns for 3 years | 2.26 | 14.01 | 16% |
| Returns for 5 years | 18.98 | N/A | - |
| Returns for 10 years | 43.01 | N/A | - |
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