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HBLAX vs UGTIX
HBLAX vs UGTIX Comparison
Open Charts HBLAX vs UGTIX
Hartford Balanced Income A
Price$15.28
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
Victory Growth and Tax Strategy Ins
Price$30.22
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets893.01M
HBLAX vs UGTIX Comparison Chart in %
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HBLAX vs. UGTIX 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 UGTIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. UGTIX (893M). HBLAX pays higher dividends than UGTIX: HBLAX (3.23) vs UGTIX (1.73). 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 : 7.42 vs. HBLAX (3.69). UGTIX return over 5 years is better than : 41.75 vs. HBLAX (12.85).
| 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 | 10.532 | 10.275 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 893M | 1,321% |
| Annual Yield % from dividends | 3.23 | 1.73 | 187% |
| Returns for 1 year | 3.69 | 7.42 | 50% |
| Returns for 3 years | 15.44 | 40.81 | 38% |
| Returns for 5 years | 12.85 | 41.75 | 31% |
| Returns for 10 years | 46.19 | N/A | - |
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