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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Victory Growth and Tax Strategy A
Price$28.34
Change+$0.09 (+0.32%)
VolumeN/A
Net Assets850.75M
HBLYX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. UGTAX (851M). HBLYX pays higher dividends than UGTAX: HBLYX (3.51) vs UGTAX (1.54). 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 (6.98) and UGTAX (6.66) have marching annual gain over last year. UGTAX return over 5 years is better than : 44.96 vs. HBLYX (19.46).
| 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 | 6.278 | 2.961 | 212% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 851M | 1,410% |
| Annual Yield % from dividends | 3.51 | 1.54 | 228% |
| Returns for 1 year | 6.98 | 6.66 | 105% |
| Returns for 3 years | 17.09 | 33.92 | 50% |
| Returns for 5 years | 19.46 | 44.96 | 43% |
| Returns for 10 years | 44.69 | N/A | - |
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