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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy A
Price$28.39
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLSX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. UGTAX (849M). 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) is less costly to investors than UGTAX (0.91). 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 annual gain was more profitable for investors over the last year : 7.81 vs. HBLSX (4.97). UGTAX return over 5 years is better than : 42.02 vs. HBLSX (14.73).
| HBLSX | UGTAX | HBLSX / UGTAX | |
| Total Expense Ratio | 0.96 | 0.83 | 116% |
| Annual Report Gross Expense Ratio | 0.96 | 0.91 | 105% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.452 | 3.143 | 205% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.24 | 1.54 | 211% |
| Returns for 1 year | 4.97 | 7.81 | 64% |
| Returns for 3 years | 14.34 | 31.40 | 46% |
| Returns for 5 years | 14.73 | 42.02 | 35% |
| Returns for 10 years | 41.17 | N/A | - |
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