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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$14.92
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.82B
Victory Growth and Tax Strategy A
Price$28.07
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets841.84M
HBLYX vs UGTAX Comparison Chart in %
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HBLYX vs. UGTAX commentary
Jul 19, 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: 11.8B vs. UGTAX (842M). HBLYX pays higher dividends than UGTAX: HBLYX (3.51) vs UGTAX (1.54). HBLYX was incepted earlier than UGTAX: HBLYX (19 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). 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 : 4.94 vs. HBLYX (2.81). UGTAX return over 5 years is better than : 40.81 vs. HBLYX (15.81).
| HBLYX | UGTAX | HBLYX / UGTAX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 5.429 | 2.126 | 255% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 842M | 1,401% |
| Annual Yield % from dividends | 3.51 | 1.54 | 228% |
| Returns for 1 year | 2.81 | 4.94 | 57% |
| Returns for 3 years | 16.72 | 31.89 | 52% |
| Returns for 5 years | 15.81 | 40.81 | 39% |
| Returns for 10 years | 42.58 | N/A | - |
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