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HBLFX vs UGTAX
HBLFX vs UGTAX Comparison
Open Charts HBLFX vs UGTAX
Hartford Balanced Income F
Price$14.62
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Victory Growth and Tax Strategy A
Price$27.71
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets829.57M
HBLFX vs UGTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. UGTAX (830M). HBLFX pays higher dividends than UGTAX: HBLFX (3.68) vs UGTAX (1.51). 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 (4.78) and UGTAX (4.66) have marching annual gain over last year.
| 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 | 4.096 | 0.175 | 2,342% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 3.68 | 1.51 | 244% |
| Returns for 1 year | 4.78 | 4.66 | 103% |
| Returns for 3 years | 16.94 | 32.95 | 51% |
| Returns for 5 years | 17.86 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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