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HBLYX vs UGTAX
HBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAX
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Victory Growth and Tax Strategy A
Price$28.39
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets849.3M
HBLYX vs UGTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. UGTAX (849M). 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 (0.91) 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 : 7.81 vs. HBLYX (5.38). UGTAX return over 5 years is better than : 42.02 vs. HBLYX (16.51).
| 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 | 5 years | - |
| Gain YTD | 6.703 | 3.143 | 213% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 849M | 1,402% |
| Annual Yield % from dividends | 3.51 | 1.54 | 228% |
| Returns for 1 year | 5.38 | 7.81 | 69% |
| Returns for 3 years | 15.46 | 31.40 | 49% |
| Returns for 5 years | 16.51 | 42.02 | 39% |
| Returns for 10 years | 45.27 | N/A | - |
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