Interact to see
Advertisement
Advertisement
HBLCX vs UGTAX
HBLCX vs UGTAX Comparison
Open Charts HBLCX vs UGTAX
Hartford Balanced Income C
Price$14.62
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy A
Price$28.72
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets858.13M
HBLCX vs UGTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. UGTAX (858M). HBLCX pays higher dividends than UGTAX: HBLCX (2.64) vs UGTAX (1.53). HBLCX was incepted earlier than UGTAX: HBLCX (19 years) vs UGTAX (5 years). HBLCX (1.64) is less costly to investors than UGTAX (0.91). HBLCX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLCX has a lower initial minimum investment than UGTAX: HBLCX (2000) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 6.94 vs. HBLCX (2.92). UGTAX return over 5 years is better than : 39.69 vs. HBLCX (11.02).
| HBLCX | UGTAX | HBLCX / UGTAX | |
| Total Expense Ratio | 1.64 | 0.83 | 198% |
| Annual Report Gross Expense Ratio | 1.64 | 0.91 | 180% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 6.459 | 4.342 | 149% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 858M | 1,387% |
| Annual Yield % from dividends | 2.64 | 1.53 | 173% |
| Returns for 1 year | 2.92 | 6.94 | 42% |
| Returns for 3 years | 9.64 | 28.80 | 33% |
| Returns for 5 years | 11.02 | 39.69 | 28% |
| Returns for 10 years | 35.45 | 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 % |
| TEKX | 33.09 | 0.79 | +2.43% |
| SPDR Galaxy TransformativeTechAcclrtrETF | |||
| DJUN | 45.84 | 0.02 | +0.05% |
| FT Vest US Equity Deep Bfr ETF Jun | |||
| SCHY | 28.14 | -0.12 | -0.42% |
| Schwab International Dividend Equity ETF | |||
| NSCR | 30.28 | -0.22 | -0.73% |
| Nuveen Sustainable Core ETF | |||
| EETH | 75.58 | -0.61 | -0.80% |
| ProShares Ether ETF | |||