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HBLTX vs UGTAX
HBLTX vs UGTAX Comparison
Open Charts HBLTX vs UGTAX
Hartford Balanced Income R5
Price$15.02
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
HBLTX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. UGTAX (858M). HBLTX pays higher dividends than UGTAX: HBLTX (3.54) vs UGTAX (1.53). HBLTX was incepted earlier than UGTAX: HBLTX (15 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLTX has a lower initial minimum investment than UGTAX: HBLTX (0) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 6.94 vs. HBLTX (4.02). UGTAX return over 5 years is better than : 39.69 vs. HBLTX (16.59).
| HBLTX | UGTAX | HBLTX / UGTAX | |
| Total Expense Ratio | 0.66 | 0.83 | 80% |
| Annual Report Gross Expense Ratio | 0.66 | 0.91 | 73% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 7.109 | 4.342 | 164% |
| 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 | 3.54 | 1.53 | 232% |
| Returns for 1 year | 4.02 | 6.94 | 58% |
| Returns for 3 years | 13.03 | 28.80 | 45% |
| Returns for 5 years | 16.59 | 39.69 | 42% |
| Returns for 10 years | 48.13 | N/A | - |
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