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HBLTX vs WHGOX
HBLTX vs WHGOX Comparison
Open Charts HBLTX vs WHGOX
Hartford Balanced Income R5
Price$14.38
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Westwood Income Opportunity Ultra
Price$11.67
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets507.83M
HBLTX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. WHGOX (508M). WHGOX pays higher dividends than HBLTX: WHGOX (4.55) vs HBLTX (3.60). HBLTX was incepted earlier than WHGOX: HBLTX (15 years) vs WHGOX (2 years). WHGOX (0.76) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLTX has a lower initial minimum investment than WHGOX: HBLTX (0) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 4.70 vs. HBLTX (3.07).
| HBLTX | WHGOX | HBLTX / WHGOX | |
| Total Expense Ratio | 0.66 | 0.76 | 87% |
| Annual Report Gross Expense Ratio | 0.66 | 0.76 | 87% |
| Fund Existence | 15 years | 2 years | - |
| Gain YTD | 1.706 | -1.842 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 508M | 2,303% |
| Annual Yield % from dividends | 3.60 | 4.55 | 79% |
| Returns for 1 year | 3.07 | 4.70 | 65% |
| Returns for 3 years | 9.87 | N/A | - |
| Returns for 5 years | 19.40 | N/A | - |
| Returns for 10 years | 35.05 | N/A | - |
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