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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$14.84
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Victory Growth and Tax Strategy A
Price$27.71
Change-$0.17 (-0.61%)
VolumeN/A
Net Assets829.57M
HBLYX vs UGTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. UGTAX (830M). HBLYX pays higher dividends than UGTAX: HBLYX (3.53) vs UGTAX (1.51). HBLYX was incepted earlier than UGTAX: HBLYX (19 years) vs UGTAX (5 years). UGTAX (0.93) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. UGTAX (17.00). UGTAX has a lower initial minimum investment than HBLYX: UGTAX (2500) vs HBLYX (250000). HBLYX (4.74) and UGTAX (4.66) have marching annual gain over last year.
| HBLYX | UGTAX | HBLYX / UGTAX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.93 | 72% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 4.081 | 0.175 | 2,333% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 830M | 1,422% |
| Annual Yield % from dividends | 3.53 | 1.51 | 234% |
| Returns for 1 year | 4.74 | 4.66 | 102% |
| Returns for 3 years | 16.70 | 32.95 | 51% |
| Returns for 5 years | 17.48 | N/A | - |
| Returns for 10 years | 40.09 | N/A | - |
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