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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Victory Growth and Tax Strategy A
Price$30.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets896.02M
HBLYX vs UGTAX Comparison Chart in %
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HBLYX vs. UGTAX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLYX is a StrongBuy and UGTAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. UGTAX (896M). HBLYX pays higher dividends than UGTAX: HBLYX (3.38) vs UGTAX (1.48). HBLYX was incepted earlier than UGTAX: HBLYX (19 years) vs UGTAX (6 years). UGTAX (0.91) 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). UGTAX annual gain was more profitable for investors over the last year : 8.90 vs. HBLYX (6.64). UGTAX return over 5 years is better than : 39.17 vs. HBLYX (11.25).
| HBLYX | UGTAX | HBLYX / UGTAX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.91 | 74% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 7.050 | 10.076 | 70% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 896M | 1,306% |
| Annual Yield % from dividends | 3.38 | 1.48 | 229% |
| Returns for 1 year | 6.64 | 8.90 | 75% |
| Returns for 3 years | 18.62 | 43.93 | 42% |
| Returns for 5 years | 11.25 | 39.17 | 29% |
| Returns for 10 years | 48.63 | N/A | - |
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