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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.60
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets11.79B
Victory Growth and Tax Strategy A
Price$27.71
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets829.57M
HBLAX vs UGTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTAX (830M). HBLAX pays higher dividends than UGTAX: HBLAX (3.37) vs UGTAX (1.51). 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). UGTAX (4.66) and HBLAX (4.44) have marching annual gain over last year.
| HBLAX | UGTAX | HBLAX / UGTAX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.93 | 96% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 3.871 | 0.175 | 2,213% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 3.37 | 1.51 | 223% |
| Returns for 1 year | 4.44 | 4.66 | 95% |
| Returns for 3 years | 15.81 | 32.95 | 48% |
| Returns for 5 years | 16.05 | N/A | - |
| Returns for 10 years | 36.60 | N/A | - |
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