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HBLSX vs UGTAX
HBLSX vs UGTAX Comparison
Open Charts HBLSX vs UGTAX
Hartford Balanced Income R4
Price$15.00
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.91B
Victory Growth and Tax Strategy A
Price$28.72
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets858.13M
HBLSX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. UGTAX (858M). HBLSX pays higher dividends than UGTAX: HBLSX (3.24) vs UGTAX (1.53). 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 : 6.94 vs. HBLSX (3.70). UGTAX return over 5 years is better than : 39.69 vs. HBLSX (14.96).
| 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 | 6.951 | 4.342 | 160% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 858M | 1,387% |
| Annual Yield % from dividends | 3.24 | 1.53 | 213% |
| Returns for 1 year | 3.70 | 6.94 | 53% |
| Returns for 3 years | 12.01 | 28.80 | 42% |
| Returns for 5 years | 14.96 | 39.69 | 38% |
| Returns for 10 years | 44.54 | N/A | - |
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