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HBLIX vs WHGOX
HBLIX vs WHGOX Comparison
Open Charts HBLIX vs WHGOX
Hartford Balanced Income I
Price$15.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
Westwood Income Opportunity Ultra
Price$12.69
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets542.79M
HBLIX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. WHGOX (543M). WHGOX pays higher dividends than HBLIX: WHGOX (4.67) vs HBLIX (3.50). 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 : 8.69 vs. HBLIX (2.90).
| 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 | 8.678 | 8.382 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 543M | 2,210% |
| Annual Yield % from dividends | 3.50 | 4.67 | 75% |
| Returns for 1 year | 2.90 | 8.69 | 33% |
| Returns for 3 years | 19.75 | N/A | - |
| Returns for 5 years | 18.01 | N/A | - |
| Returns for 10 years | 51.17 | N/A | - |
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