Interact to see
Advertisement
Advertisement
HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Westwood Income Opportunity Ultra
Price$12.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets548.82M
HBLYX vs WHGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. WHGOX (549M). WHGOX pays higher dividends than HBLYX: WHGOX (3.90) vs HBLYX (3.44). HBLYX was incepted earlier than WHGOX: HBLYX (19 years) vs WHGOX (3 years). WHGOX (0.76) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLYX has a lower initial minimum investment than WHGOX: HBLYX (250000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 7.93 vs. HBLYX (3.31).
| HBLYX | WHGOX | HBLYX / WHGOX | |
| Total Expense Ratio | 0.67 | 0.76 | 88% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 8.691 | 8.894 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 549M | 2,113% |
| Annual Yield % from dividends | 3.44 | 3.90 | 88% |
| Returns for 1 year | 3.31 | 7.93 | 42% |
| Returns for 3 years | 17.36 | N/A | - |
| Returns for 5 years | 13.89 | N/A | - |
| Returns for 10 years | 46.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FEM | 26.67 | 0.05 | +0.18% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| CGMS | 27.58 | 0.02 | +0.07% |
| Capital Group U.S. Multi-Sector Inc ETF | |||
| JHPI | 22.85 | -0.03 | -0.13% |
| JHancock Preferred Income ETF | |||
| WCME | 17.10 | -0.05 | -0.30% |
| First Trust WCM Devpg Wld Eq ETF | |||
| SCLZ | 53.89 | -0.50 | -0.93% |
| Swan Enhanced Dividend Income ETF | |||