Ad is loading...
HBLAX vs WHGOX
HBLAX vs WHGOX Comparison
Open Charts HBLAX vs WHGOX
Hartford Balanced Income A
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Westwood Income Opportunity Ultra
Price$11.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets507.83M
HBLAX vs WHGOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. WHGOX (508M). WHGOX pays higher dividends than HBLAX: WHGOX (4.55) vs HBLAX (3.41). HBLAX was incepted earlier than WHGOX: HBLAX (19 years) vs WHGOX (2 years). HBLAX (0.89) is less costly to investors than WHGOX (0.76). 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 : 5.06 vs. HBLAX (2.79).
| HBLAX | WHGOX | HBLAX / WHGOX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 19 years | 2 years | - |
| Gain YTD | 1.594 | -1.420 | -112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 508M | 2,303% |
| Annual Yield % from dividends | 3.41 | 4.55 | 75% |
| Returns for 1 year | 2.79 | 5.06 | 55% |
| Returns for 3 years | 9.05 | N/A | - |
| Returns for 5 years | 18.10 | N/A | - |
| Returns for 10 years | 32.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...