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HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
Hartford Balanced Income A
Price$14.95
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy Ins
Price$29.46
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLAX vs UGTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTIX (874M). HBLAX pays higher dividends than UGTIX: HBLAX (3.28) vs UGTIX (1.75). HBLAX was incepted earlier than UGTIX: HBLAX (19 years) vs UGTIX (5 years). HBLAX (0.89) is less costly to investors than UGTIX (0.55). HBLAX is a more actively managed with annual turnover of: 61.00 vs. UGTIX (17.00). HBLAX has a lower initial minimum investment than UGTIX: HBLAX (2000) vs UGTIX (1000000). UGTIX annual gain was more profitable for investors over the last year : 7.95 vs. HBLAX (1.92). UGTIX return over 5 years is better than : 47.53 vs. HBLAX (18.29).
| HBLAX | UGTIX | HBLAX / UGTIX | |
| Total Expense Ratio | 0.89 | 0.54 | 165% |
| Annual Report Gross Expense Ratio | 0.89 | 0.55 | 162% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 8.144 | 7.501 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 3.28 | 1.75 | 187% |
| Returns for 1 year | 1.92 | 7.95 | 24% |
| Returns for 3 years | 25.18 | 48.03 | 52% |
| Returns for 5 years | 18.29 | 47.53 | 38% |
| Returns for 10 years | 50.10 | N/A | - |
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