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HBLVX vs UGTAX
HBLVX vs UGTAX Comparison
Open Charts HBLVX vs UGTAX
Hartford Balanced Income R6
Price$15.18
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.76B
Victory Growth and Tax Strategy A
Price$29.40
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets873.56M
HBLVX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. UGTAX (874M). HBLVX pays higher dividends than UGTAX: HBLVX (3.53) vs UGTAX (1.51). HBLVX was incepted earlier than UGTAX: HBLVX (11 years) vs UGTAX (5 years). UGTAX (0.91) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). HBLVX has a lower initial minimum investment than UGTAX: HBLVX (0) vs UGTAX (2500). UGTAX annual gain was more profitable for investors over the last year : 7.68 vs. HBLVX (2.35). UGTAX return over 5 years is better than : 45.42 vs. HBLVX (20.31).
| HBLVX | UGTAX | HBLVX / UGTAX | |
| Total Expense Ratio | 0.56 | 0.83 | 67% |
| Annual Report Gross Expense Ratio | 0.56 | 0.91 | 62% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 8.420 | 7.302 | 115% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 874M | 1,350% |
| Annual Yield % from dividends | 3.53 | 1.51 | 234% |
| Returns for 1 year | 2.35 | 7.68 | 31% |
| Returns for 3 years | 26.53 | 46.75 | 57% |
| Returns for 5 years | 20.31 | 45.42 | 45% |
| Returns for 10 years | 54.95 | N/A | - |
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