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HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$14.98
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity Ultra
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets529.61M
HBLYX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WHGOX (530M). WHGOX pays higher dividends than HBLYX: WHGOX (4.55) vs HBLYX (3.51). 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 : 9.80 vs. HBLYX (5.18).
| 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 | 6.207 | 4.827 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 530M | 2,226% |
| Annual Yield % from dividends | 3.51 | 4.55 | 77% |
| Returns for 1 year | 5.18 | 9.80 | 53% |
| Returns for 3 years | 13.36 | N/A | - |
| Returns for 5 years | 14.59 | N/A | - |
| Returns for 10 years | 44.17 | N/A | - |
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