HBLAX | UGTAX | HBLAX / UGTAX | |
Total Expense Ratio | 0.89 | 0.83 | 107% |
Annual Report Gross Expense Ratio | 0.89 | 0.91 | 98% |
Fund Existence | 19 years | 5 years | - |
Gain YTD | 8.795 | 8.287 | 106% |
Front Load | 6% | 2% | 244% |
Min. Initial Investment | 2000 | 2500 | 80% |
Min. Initial Investment IRA | 2000 | N/A | - |
Net Assets | 11.8B | 879M | 1,342% |
Annual Yield % from dividends | 3.29 | 1.51 | 217% |
Returns for 1 year | 2.20 | 7.73 | 28% |
Returns for 3 years | 24.19 | 46.03 | 53% |
Returns for 5 years | 15.95 | 43.19 | 37% |
Returns for 10 years | 45.19 | N/A | - |