Interact to see
Advertisement
Advertisement
HBLIX vs WHGOX
HBLIX vs WHGOX Comparison
Open Charts HBLIX vs WHGOX
Hartford Balanced Income I
Price$14.97
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.59B
Westwood Income Opportunity Ultra
Price$12.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets548.82M
HBLIX vs WHGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. WHGOX (549M). WHGOX pays higher dividends than HBLIX: WHGOX (3.90) vs HBLIX (3.51). HBLIX was incepted earlier than WHGOX: HBLIX (16 years) vs WHGOX (3 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 : 7.93 vs. HBLIX (3.25).
| HBLIX | WHGOX | HBLIX / WHGOX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 16 years | 3 years | - |
| Gain YTD | 8.620 | 8.894 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 549M | 2,113% |
| Annual Yield % from dividends | 3.51 | 3.90 | 90% |
| Returns for 1 year | 3.25 | 7.93 | 41% |
| Returns for 3 years | 17.25 | N/A | - |
| Returns for 5 years | 13.82 | N/A | - |
| Returns for 10 years | 46.19 | 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 % |
| FEM | 26.67 | 0.05 | +0.18% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| CGMS | 27.58 | 0.02 | +0.07% |
| Capital Group U.S. Multi-Sector Inc ETF | |||
| JHPI | 22.85 | -0.03 | -0.13% |
| JHancock Preferred Income ETF | |||
| WCME | 17.10 | -0.05 | -0.30% |
| First Trust WCM Devpg Wld Eq ETF | |||
| SCLZ | 53.89 | -0.50 | -0.93% |
| Swan Enhanced Dividend Income ETF | |||