Interact to see
Advertisement
Advertisement
HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.75
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets11.89B
Westwood Income Opportunity Ultra
Price$12.73
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets548.56M
HBLCX vs WHGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WHGOX (549M). WHGOX pays higher dividends than HBLCX: WHGOX (3.72) vs HBLCX (2.58). HBLCX was incepted earlier than WHGOX: HBLCX (19 years) vs WHGOX (3 years). HBLCX (1.64) is less costly to investors than WHGOX (0.76). 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 : 9.72 vs. HBLCX (2.51).
| HBLCX | WHGOX | HBLCX / WHGOX | |
| Total Expense Ratio | 1.64 | 0.76 | 216% |
| Annual Report Gross Expense Ratio | 1.64 | 0.76 | 216% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 8.529 | 9.971 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 549M | 2,168% |
| Annual Yield % from dividends | 2.58 | 3.72 | 69% |
| Returns for 1 year | 2.51 | 9.72 | 26% |
| Returns for 3 years | 22.73 | N/A | - |
| Returns for 5 years | 12.17 | N/A | - |
| Returns for 10 years | 36.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GGZ | 14.49 | 0.04 | +0.28% |
| Gabelli Global Small and Mid Cap Value Trust (The) | |||
| ISCF | 41.04 | -0.26 | -0.63% |
| iShares MSCI Intl Small-Cap Mltfct ETF | |||
| RSPT | 45.57 | -0.32 | -0.70% |
| Invesco S&P 500® Equal Weight Tech ETF | |||
| BAFE | 26.99 | -0.22 | -0.82% |
| Brown Advisory Flexible Equity ETF | |||
| MEXX | 20.90 | -0.25 | -1.18% |
| Direxion Dly MSCI Mexico Bull 3X ShsETF | |||