Interact to see
Advertisement
Advertisement
HBLAX vs UGTCX
HBLAX vs UGTCX Comparison
Open Charts HBLAX vs UGTCX
Hartford Balanced Income A
Price$15.28
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
Victory Growth and Tax Strategy C
Price$29.84
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
HBLAX vs UGTCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. UGTCX commentary
Dec 05, 2025
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 Hold and UGTCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTCX (893M). HBLAX pays higher dividends than UGTCX: HBLAX (3.23) vs UGTCX (0.89). HBLAX was incepted earlier than UGTCX: HBLAX (19 years) vs UGTCX (5 years). UGTCX (1.72) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. UGTCX (17.00). HBLAX has a lower initial minimum investment than UGTCX: HBLAX (2000) vs UGTCX (2500). UGTCX annual gain was more profitable for investors over the last year : 6.30 vs. HBLAX (3.69). UGTCX return over 5 years is better than : 34.60 vs. HBLAX (12.85).
| HBLAX | UGTCX | HBLAX / UGTCX | |
| Total Expense Ratio | 0.89 | 1.58 | 56% |
| Annual Report Gross Expense Ratio | 0.89 | 1.72 | 52% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 10.532 | 9.222 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 893M | 1,321% |
| Annual Yield % from dividends | 3.23 | 0.89 | 362% |
| Returns for 1 year | 3.69 | 6.30 | 59% |
| Returns for 3 years | 15.44 | 36.51 | 42% |
| Returns for 5 years | 12.85 | 34.60 | 37% |
| Returns for 10 years | 46.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TEKY | 38.20 | 0.67 | +1.77% |
| Lazard Next Gen Technologies ETF | |||
| MLPB | 25.62 | 0.30 | +1.18% |
| UBS ETRACS Alerian MLPInfrs ETN SerB | |||
| FEBU | 27.78 | 0.12 | +0.43% |
| AllianzIM U.S. Equity Buffer15 UncFebETF | |||
| SPLB | 22.90 | 0.05 | +0.22% |
| State Street SPDR Port L/T Corp Bd ETF | |||
| BLDG | 25.30 | -0.08 | -0.32% |
| Cambria Global Real Estate ETF | |||