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HBLIX vs UGTAX
HBLIX vs UGTAX Comparison
Open Charts HBLIX vs UGTAX
Hartford Balanced Income I
Price$14.95
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy A
Price$29.40
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLIX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. UGTAX (874M). HBLIX pays higher dividends than UGTAX: HBLIX (3.50) vs UGTAX (1.51). HBLIX was incepted earlier than UGTAX: HBLIX (16 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLIX has a lower initial minimum investment than UGTAX: HBLIX (2000) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 7.68 vs. HBLIX (2.16). UGTAX return over 5 years is better than : 45.42 vs. HBLIX (19.64).
| HBLIX | UGTAX | HBLIX / UGTAX | |
| Total Expense Ratio | 0.65 | 0.83 | 78% |
| Annual Report Gross Expense Ratio | 0.65 | 0.91 | 71% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 8.330 | 7.302 | 114% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 3.50 | 1.51 | 232% |
| Returns for 1 year | 2.16 | 7.68 | 28% |
| Returns for 3 years | 26.07 | 46.75 | 56% |
| Returns for 5 years | 19.64 | 45.42 | 43% |
| Returns for 10 years | 53.36 | N/A | - |
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