Interact to see
Advertisement
Advertisement
HBLIX vs WHGOX
HBLIX vs WHGOX Comparison
Open Charts HBLIX vs WHGOX
Hartford Balanced Income I
Price$14.52
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
Westwood Income Opportunity Ultra
Price$11.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.16M
HBLIX vs WHGOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. WHGOX (517M). WHGOX pays higher dividends than HBLIX: WHGOX (4.47) vs HBLIX (3.60). HBLIX was incepted earlier than WHGOX: HBLIX (15 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 : 6.49 vs. HBLIX (3.83).
| 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 | 3 years | - |
| Gain YTD | 3.504 | 0.777 | 451% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 517M | 2,282% |
| Annual Yield % from dividends | 3.60 | 4.47 | 81% |
| Returns for 1 year | 3.83 | 6.49 | 59% |
| Returns for 3 years | 9.14 | N/A | - |
| Returns for 5 years | 13.47 | N/A | - |
| Returns for 10 years | 39.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement