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HBLFX vs WHGOX
HBLFX vs WHGOX Comparison
Open Charts HBLFX vs WHGOX
Hartford Balanced Income F
Price$14.28
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Westwood Income Opportunity Ultra
Price$11.67
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets507.83M
HBLFX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. WHGOX (508M). WHGOX pays higher dividends than HBLFX: WHGOX (4.55) vs HBLFX (3.73). HBLFX was incepted earlier than WHGOX: HBLFX (8 years) vs WHGOX (2 years). WHGOX (0.76) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLFX (1000000) and WHGOX (1000000) have matching initial minimum investment requirements. WHGOX annual gain was more profitable for investors over the last year : 4.70 vs. HBLFX (3.13).
| HBLFX | WHGOX | HBLFX / WHGOX | |
| Total Expense Ratio | 0.56 | 0.76 | 74% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 8 years | 2 years | - |
| Gain YTD | 1.746 | -1.842 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 508M | 2,303% |
| Annual Yield % from dividends | 3.73 | 4.55 | 82% |
| Returns for 1 year | 3.13 | 4.70 | 66% |
| Returns for 3 years | 10.13 | N/A | - |
| Returns for 5 years | 19.85 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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