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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Victory Growth and Tax Strategy A
Price$30.25
Change+$0.55 (+1.85%)
VolumeN/A
Net Assets896.44M
HBLAX vs UGTAX Comparison Chart in %
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HBLAX vs. UGTAX commentary
Feb 04, 2026
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 StrongBuy and UGTAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. UGTAX (896M). HBLAX pays higher dividends than UGTAX: HBLAX (3.21) vs UGTAX (1.68). HBLAX was incepted earlier than UGTAX: HBLAX (20 years) vs UGTAX (6 years). UGTAX (0.91) and HBLAX (0.89) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 90.00 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 : 9.62 vs. HBLAX (6.08). UGTAX return over 5 years is better than : 36.42 vs. HBLAX (11.02).
| HBLAX | UGTAX | HBLAX / UGTAX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.91 | 98% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 2.062 | 0.867 | 238% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 896M | 1,295% |
| Annual Yield % from dividends | 3.21 | 1.68 | 192% |
| Returns for 1 year | 6.08 | 9.62 | 63% |
| Returns for 3 years | 15.65 | 37.10 | 42% |
| Returns for 5 years | 11.02 | 36.42 | 30% |
| Returns for 10 years | 51.80 | N/A | - |
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