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HBLFX vs UGTAX
HBLFX vs UGTAX Comparison
Open Charts HBLFX vs UGTAX
Hartford Balanced Income F
Price$14.92
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy A
Price$28.72
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets858.13M
HBLFX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. UGTAX (858M). HBLFX pays higher dividends than UGTAX: HBLFX (3.66) vs UGTAX (1.53). 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 : 6.94 vs. HBLFX (4.08). UGTAX return over 5 years is better than : 39.69 vs. HBLFX (17.06).
| 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 | 7.218 | 4.342 | 166% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 858M | 1,387% |
| Annual Yield % from dividends | 3.66 | 1.53 | 240% |
| Returns for 1 year | 4.08 | 6.94 | 59% |
| Returns for 3 years | 13.32 | 28.80 | 46% |
| Returns for 5 years | 17.06 | 39.69 | 43% |
| Returns for 10 years | N/A | N/A | - |
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| LifeX 2049 Longevity Income ETF | |||
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| iShares MSCI Water Mgmt Mltsctr ETF | |||
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| WisdomTree Bianco Fixed Inc Ttl Ret ETF | |||
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| RiverNorth Managed Duration Municipal Income Fund | |||