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HBLIX vs WHGOX
HBLIX vs WHGOX Comparison
Open Charts HBLIX vs WHGOX
Hartford Balanced Income I
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Westwood Income Opportunity Ultra
Price$11.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets507.83M
HBLIX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. WHGOX (508M). WHGOX pays higher dividends than HBLIX: WHGOX (4.55) vs HBLIX (3.65). HBLIX was incepted earlier than WHGOX: HBLIX (15 years) vs WHGOX (2 years). WHGOX (0.76) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLIX has a lower initial minimum investment than WHGOX: HBLIX (2000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 5.06 vs. HBLIX (3.04).
| HBLIX | WHGOX | HBLIX / WHGOX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 15 years | 2 years | - |
| Gain YTD | 1.653 | -1.420 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 508M | 2,303% |
| Annual Yield % from dividends | 3.65 | 4.55 | 80% |
| Returns for 1 year | 3.04 | 5.06 | 60% |
| Returns for 3 years | 9.85 | N/A | - |
| Returns for 5 years | 19.42 | N/A | - |
| Returns for 10 years | 35.01 | N/A | - |
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