HBLAX
Price
$15.11
Change
+$0.07 (+0.47%)
Updated
Oct 20 closing price
Net Assets
11.81B
UGTAX
Price
$29.83
Change
+$0.16 (+0.54%)
Updated
Oct 20 closing price
Net Assets
879.25M
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HBLAX vs UGTAX

Header iconHBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAXBanner chart's image
Hartford Balanced Income A
Price$15.11
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets11.81B
Victory Growth and Tax Strategy A
Price$29.83
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets879.25M
HBLAX vs UGTAX Comparison Chart in %
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HBLAX vs. UGTAX commentary
Oct 21, 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 HBLAX is a Hold and UGTAX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTAX (879M). HBLAX pays higher dividends than UGTAX: HBLAX (3.29) vs UGTAX (1.51). HBLAX was incepted earlier than UGTAX: HBLAX (19 years) vs UGTAX (5 years). UGTAX (0.91) and HBLAX (0.89) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLAX initial investment is less costly to investors than UGTAX (2%) vs UGTAX (2%). HBLAX has a lower initial minimum investment than UGTAX: HBLAX (2000) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 7.73 vs. HBLAX (2.20). UGTAX return over 5 years is better than : 43.19 vs. HBLAX (15.95).
HBLAXUGTAXHBLAX / UGTAX
Total Expense Ratio0.890.83107%
Annual Report Gross Expense Ratio0.890.9198%
Fund Existence19 years5 years-
Gain YTD8.7958.287106%
Front Load6%2%244%
Min. Initial Investment2000250080%
Min. Initial Investment IRA2000N/A-
Net Assets11.8B879M1,342%
Annual Yield % from dividends3.291.51217%
Returns for 1 year2.207.7328%
Returns for 3 years24.1946.0353%
Returns for 5 years15.9543.1937%
Returns for 10 years45.19N/A-
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