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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets11.9B
Westwood Income Opportunity Ultra
Price$12.24
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets530.82M
HBLCX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WHGOX (531M). WHGOX pays higher dividends than HBLCX: WHGOX (4.36) vs HBLCX (2.63). 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 : 8.11 vs. HBLCX (4.66).
| 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 | 5.294 | 4.187 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 531M | 2,241% |
| Annual Yield % from dividends | 2.63 | 4.36 | 60% |
| Returns for 1 year | 4.66 | 8.11 | 57% |
| Returns for 3 years | 13.30 | N/A | - |
| Returns for 5 years | 12.97 | N/A | - |
| Returns for 10 years | 30.92 | N/A | - |
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