Interact to see
Advertisement
Advertisement
HBLFX vs UGTAX
HBLFX vs UGTAX Comparison
Open Charts HBLFX vs UGTAX
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy A
Price$28.34
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
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: 12B vs. UGTAX (851M). 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 (0.93) 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). HBLFX annual gain was more profitable for investors over the last year : 7.06 vs. UGTAX (6.66). UGTAX return over 5 years is better than : 44.96 vs. HBLFX (19.90).
| HBLFX | UGTAX | HBLFX / UGTAX | |
| Total Expense Ratio | 0.56 | 0.83 | 67% |
| Annual Report Gross Expense Ratio | 0.56 | 0.93 | 60% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.356 | 2.961 | 215% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.66 | 1.54 | 238% |
| Returns for 1 year | 7.06 | 6.66 | 106% |
| Returns for 3 years | 17.35 | 33.92 | 51% |
| Returns for 5 years | 19.90 | 44.96 | 44% |
| Returns for 10 years | N/A | 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 % |
| ETV | 13.94 | 0.08 | +0.58% |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | |||
| YALL | 42.24 | 0.18 | +0.42% |
| God Bless America ETF | |||
| RFMZ | 12.76 | 0.05 | +0.39% |
| RiverNorth Flexible Municipal Income Fund II | |||
| EQIN | 45.68 | 0.13 | +0.29% |
| Columbia US Equity Income ETF | |||
| ADIV | 17.78 | 0.04 | +0.23% |
| SmartETFs Asia Pcfc Dvdnd Bldr ETF | |||