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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
CapitalizationN/A
Victory Growth and Tax Strategy A
Price$28.06
Change+$0.12 (+0.43%)
VolumeN/A
CapitalizationN/A
HBLYX vs UGTAX Comparison Chart
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HBLYX vs. UGTAX commentary
Dec 25, 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 StrongBuy and UGTAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B 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 : 13.43 vs. HBLYX (3.44).
| 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 | 2.749 | 13.202 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 854M | 1,405% |
| Annual Yield % from dividends | 3.51 | 1.84 | 191% |
| Returns for 1 year | 3.44 | 13.43 | 26% |
| Returns for 3 years | -0.81 | 10.39 | -8% |
| Returns for 5 years | 9.35 | N/A | - |
| Returns for 10 years | 34.25 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SSUS | 42.93 | 0.25 | +0.58% |
| Day Hagan/Ned Davis Rsrch Smrt Sect ETF | |||
| FDL | 40.29 | 0.12 | +0.30% |
| First Trust Morningstar Div Leaders ETF | |||
| FRI | 27.23 | 0.08 | +0.29% |
| First Trust S&P REIT ETF | |||
| YDEC | 22.54 | -0.02 | -0.11% |
| FT Vest Intl Eq Mod Bffr ETF Dec | |||
| PFFL | 9.20 | -0.10 | -1.06% |
| ETRACS 2xMonthly Pay Lvrgd Pref Stk ETN | |||