HBLAX
Price
$14.79
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
UGTAX
Price
$28.34
Change
+$0.09 (+0.32%)
Updated
Jul 3 closing price
Net Assets
850.75M
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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$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy A
Price$28.34
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLAX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. UGTAX (851M). HBLAX pays higher dividends than UGTAX: HBLAX (3.35) vs UGTAX (1.54). HBLAX was incepted earlier than UGTAX: HBLAX (19 years) vs UGTAX (5 years). UGTAX (0.93) 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). HBLAX (6.72) and UGTAX (6.66) have marching annual gain over last year. UGTAX return over 5 years is better than : 44.96 vs. HBLAX (18.09).
HBLAXUGTAXHBLAX / UGTAX
Total Expense Ratio0.890.83107%
Annual Report Gross Expense Ratio0.890.9396%
Fund Existence19 years5 years-
Gain YTD6.1162.961207%
Front Load6%2%244%
Min. Initial Investment2000250080%
Min. Initial Investment IRA2000N/A-
Net Assets12B851M1,410%
Annual Yield % from dividends3.351.54218%
Returns for 1 year6.726.66101%
Returns for 3 years16.2233.9248%
Returns for 5 years18.0944.9640%
Returns for 10 years41.22N/A-
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