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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$13.78
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets11.55B
Westwood Income Opportunity Ultra
Price$11.37
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets497.87M
HBLCX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. WHGOX (498M). WHGOX pays higher dividends than HBLCX: WHGOX (4.46) vs HBLCX (2.64). HBLCX was incepted earlier than WHGOX: HBLCX (19 years) vs WHGOX (2 years). HBLCX (1.64) is less costly to investors than WHGOX (0.74). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (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 : 5.44 vs. HBLCX (3.65).
| HBLCX | WHGOX | HBLCX / WHGOX | |
| Total Expense Ratio | 1.64 | 0.74 | 222% |
| Annual Report Gross Expense Ratio | 1.64 | 0.74 | 222% |
| Fund Existence | 19 years | 2 years | - |
| Gain YTD | -0.102 | -3.447 | 3% |
| Front Load | N/A | 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 | 2.64 | 4.46 | 59% |
| Returns for 1 year | 3.65 | 5.44 | 67% |
| Returns for 3 years | 0.78 | N/A | - |
| Returns for 5 years | 11.04 | N/A | - |
| Returns for 10 years | 21.12 | N/A | - |
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