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HBLAX vs UGTAX
HBLAX vs UGTAX Comparison
Open Charts HBLAX vs UGTAX
Hartford Balanced Income A
Price$14.95
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy A
Price$29.40
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLAX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTAX (874M). HBLAX pays higher dividends than UGTAX: HBLAX (3.28) vs UGTAX (1.51). 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 : 7.68 vs. HBLAX (1.92). UGTAX return over 5 years is better than : 45.42 vs. HBLAX (18.29).
| 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 | 8.144 | 7.302 | 112% |
| Front Load | 6% | 2% | 244% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 3.28 | 1.51 | 217% |
| Returns for 1 year | 1.92 | 7.68 | 25% |
| Returns for 3 years | 25.18 | 46.75 | 54% |
| Returns for 5 years | 18.29 | 45.42 | 40% |
| Returns for 10 years | 50.10 | N/A | - |
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