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HBLAX vs WHGOX
HBLAX vs WHGOX Comparison
Open Charts HBLAX vs WHGOX
Hartford Balanced Income A
Price$14.05
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.55B
Westwood Income Opportunity Ultra
Price$11.37
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets497.87M
HBLAX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. WHGOX (498M). WHGOX pays higher dividends than HBLAX: WHGOX (4.46) vs HBLAX (3.37). HBLAX was incepted earlier than WHGOX: HBLAX (19 years) vs WHGOX (2 years). HBLAX (0.89) is less costly to investors than WHGOX (0.74). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLAX has a lower initial minimum investment than WHGOX: HBLAX (2000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 5.44 vs. HBLAX (4.48).
| HBLAX | WHGOX | HBLAX / WHGOX | |
| Total Expense Ratio | 0.89 | 0.74 | 120% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 19 years | 2 years | - |
| Gain YTD | 0.100 | -3.447 | -3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 498M | 2,329% |
| Annual Yield % from dividends | 3.37 | 4.46 | 76% |
| Returns for 1 year | 4.48 | 5.44 | 82% |
| Returns for 3 years | 3.18 | N/A | - |
| Returns for 5 years | 15.19 | N/A | - |
| Returns for 10 years | 29.63 | N/A | - |
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