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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
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 %
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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).
| HBLSX | UGTAX | HBLSX / UGTAX | |
| Total Expense Ratio | 0.96 | 0.83 | 116% |
| Annual Report Gross Expense Ratio | 0.96 | 0.93 | 103% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.096 | 2.961 | 206% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.24 | 1.54 | 211% |
| Returns for 1 year | 6.57 | 6.66 | 99% |
| Returns for 3 years | 15.97 | 33.92 | 47% |
| Returns for 5 years | 17.66 | 44.96 | 39% |
| Returns for 10 years | 40.59 | N/A | - |
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