Interact to see
Advertisement
Advertisement
HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.84
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy A
Price$28.39
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLAX vs UGTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. UGTAX (849M). 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 (0.91) 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 : 7.81 vs. HBLAX (5.10). UGTAX return over 5 years is better than : 42.02 vs. HBLAX (15.05).
| 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 | 6.474 | 3.143 | 206% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.35 | 1.54 | 218% |
| Returns for 1 year | 5.10 | 7.81 | 65% |
| Returns for 3 years | 14.58 | 31.40 | 46% |
| Returns for 5 years | 15.05 | 42.02 | 36% |
| Returns for 10 years | 41.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement