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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
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).
| 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 | 6.116 | 2.961 | 207% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.35 | 1.54 | 218% |
| Returns for 1 year | 6.72 | 6.66 | 101% |
| Returns for 3 years | 16.22 | 33.92 | 48% |
| Returns for 5 years | 18.09 | 44.96 | 40% |
| Returns for 10 years | 41.22 | N/A | - |