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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.47
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity Ultra
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets529.61M
HBLCX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WHGOX (530M). WHGOX pays higher dividends than HBLCX: WHGOX (4.55) vs HBLCX (2.64). 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 : 9.80 vs. HBLCX (4.00).
| 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 | 5.512 | 4.827 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 530M | 2,226% |
| Annual Yield % from dividends | 2.64 | 4.55 | 58% |
| Returns for 1 year | 4.00 | 9.80 | 41% |
| Returns for 3 years | 9.81 | N/A | - |
| Returns for 5 years | 8.99 | N/A | - |
| Returns for 10 years | 31.29 | N/A | - |
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