Interact to see
Advertisement
Advertisement
HBLFX vs UGTAX
HBLFX vs UGTAX Comparison
Open Charts HBLFX vs UGTAX
Hartford Balanced Income F
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy A
Price$28.39
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLFX vs UGTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. UGTAX (849M). HBLFX pays higher dividends than UGTAX: HBLFX (3.66) vs UGTAX (1.54). HBLFX was incepted earlier than UGTAX: HBLFX (8 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). UGTAX has a lower initial minimum investment than HBLFX: UGTAX (2500) vs HBLFX (1000000). UGTAX annual gain was more profitable for investors over the last year : 7.81 vs. HBLFX (5.44). UGTAX return over 5 years is better than : 42.02 vs. HBLFX (16.90).
| HBLFX | UGTAX | HBLFX / UGTAX | |
| Total Expense Ratio | 0.56 | 0.83 | 67% |
| Annual Report Gross Expense Ratio | 0.56 | 0.91 | 62% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.715 | 3.143 | 214% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.66 | 1.54 | 238% |
| Returns for 1 year | 5.44 | 7.81 | 70% |
| Returns for 3 years | 15.69 | 31.40 | 50% |
| Returns for 5 years | 16.90 | 42.02 | 40% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement