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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity Ultra
Price$12.16
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets531.64M
HBLCX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. WHGOX (532M). WHGOX pays higher dividends than HBLCX: WHGOX (3.78) vs HBLCX (2.65). HBLCX was incepted earlier than WHGOX: HBLCX (18 years) vs WHGOX (2 years). WHGOX is a more actively managed with annual turnover of: 88.00 vs. HBLCX (57.00). HBLCX has a lower initial minimum investment than WHGOX: HBLCX (2000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 12.41 vs. HBLCX (5.09).
| HBLCX | WHGOX | HBLCX / WHGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | 1.293 | 1.587 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 2.65 | 3.78 | 70% |
| Returns for 1 year | 5.09 | 12.41 | 41% |
| Returns for 3 years | -2.03 | N/A | - |
| Returns for 5 years | 4.44 | N/A | - |
| Returns for 10 years | 24.83 | N/A | - |
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