HBLSX
Price
$14.88
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
UGTAX
Price
$28.34
Change
+$0.09 (+0.32%)
Updated
Jul 3 closing price
Net Assets
850.75M
Interact to see
Advertisement

HBLSX vs UGTAX

Header iconHBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAXBanner chart's image
Hartford Balanced Income R4
Price$14.88
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
HBLSX vs UGTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. UGTAX (851M). HBLSX pays higher dividends than UGTAX: HBLSX (3.24) vs UGTAX (1.54). HBLSX was incepted earlier than UGTAX: HBLSX (15 years) vs UGTAX (5 years). HBLSX (0.96) and UGTAX (0.93) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLSX has a lower initial minimum investment than UGTAX: HBLSX (0) vs UGTAX (2500). UGTAX (6.66) and HBLSX (6.57) have marching annual gain over last year. UGTAX return over 5 years is better than : 44.96 vs. HBLSX (17.66).
HBLSXUGTAXHBLSX / UGTAX
Total Expense Ratio0.960.83116%
Annual Report Gross Expense Ratio0.960.93103%
Fund Existence15 years5 years-
Gain YTD6.0962.961206%
Front LoadN/A2%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12B851M1,410%
Annual Yield % from dividends3.241.54211%
Returns for 1 year6.576.6699%
Returns for 3 years15.9733.9247%
Returns for 5 years17.6644.9639%
Returns for 10 years40.59N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ARLU28.140.21
+0.76%
AllianzIM U.S. Equity Buffer15 UncAprETF
PBJL28.570.14
+0.49%
PGIM S&P 500 Buffer 20 ETF - Jul
HEDJ48.550.23
+0.48%
WisdomTree Europe Hedged Equity ETF
YALL42.240.18
+0.42%
God Bless America ETF
ARDC14.360.02
+0.14%
Ares Dynamic Credit Allocation Fund