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HBLIX vs WHGOX
HBLIX vs WHGOX Comparison
Open Charts HBLIX vs WHGOX
Hartford Balanced Income I
Price$14.78
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
Westwood Income Opportunity Ultra
Price$12.24
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets530.82M
HBLIX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. WHGOX (531M). WHGOX pays higher dividends than HBLIX: WHGOX (4.36) vs HBLIX (3.58). 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 : 8.11 vs. HBLIX (5.80).
| 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 | 5.877 | 4.187 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 531M | 2,241% |
| Annual Yield % from dividends | 3.58 | 4.36 | 82% |
| Returns for 1 year | 5.80 | 8.11 | 71% |
| Returns for 3 years | 16.91 | N/A | - |
| Returns for 5 years | 18.71 | N/A | - |
| Returns for 10 years | 43.31 | N/A | - |
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