HBLYX
Price
$15.02
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
UGTAX
Price
$28.34
Change
+$0.09 (+0.32%)
Updated
Jul 3 closing price
Net Assets
850.75M
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HBLYX vs UGTAX

Header iconHBLYX vs UGTAX Comparison
Open Charts HBLYX vs UGTAXBanner chart's image
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).
HBLYXUGTAXHBLYX / UGTAX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.9372%
Fund Existence19 years5 years-
Gain YTD6.2782.961212%
Front LoadN/A2%-
Min. Initial Investment250000250010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12B851M1,410%
Annual Yield % from dividends3.511.54228%
Returns for 1 year6.986.66105%
Returns for 3 years17.0933.9250%
Returns for 5 years19.4644.9643%
Returns for 10 years44.69N/A-
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