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HBLVX vs WHGOX
HBLVX vs WHGOX Comparison
Open Charts HBLVX vs WHGOX
Hartford Balanced Income R6
Price$14.49
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
HBLVX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. WHGOX (508M). WHGOX pays higher dividends than HBLVX: WHGOX (4.55) vs HBLVX (3.68). HBLVX was incepted earlier than WHGOX: HBLVX (11 years) vs WHGOX (2 years). WHGOX (0.76) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLVX has a lower initial minimum investment than WHGOX: HBLVX (0) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 4.70 vs. HBLVX (3.22).
| HBLVX | WHGOX | HBLVX / WHGOX | |
| Total Expense Ratio | 0.56 | 0.76 | 74% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 11 years | 2 years | - |
| Gain YTD | 1.720 | -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 | 3.68 | 4.55 | 81% |
| Returns for 1 year | 3.22 | 4.70 | 68% |
| Returns for 3 years | 10.20 | N/A | - |
| Returns for 5 years | 20.07 | N/A | - |
| Returns for 10 years | 36.38 | N/A | - |
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