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HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
Westwood Income Opportunity Ultra
Price$12.30
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets534.72M
HBLYX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WHGOX (535M). WHGOX pays higher dividends than HBLYX: WHGOX (3.78) vs HBLYX (3.51). HBLYX was incepted earlier than WHGOX: HBLYX (19 years) vs WHGOX (2 years). WHGOX is a more actively managed with annual turnover of: 88.00 vs. HBLYX (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 : 12.31 vs. HBLYX (6.80).
| HBLYX | WHGOX | HBLYX / WHGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 2 years | - |
| Gain YTD | 2.988 | 2.757 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 535M | 2,262% |
| Annual Yield % from dividends | 3.51 | 3.78 | 93% |
| Returns for 1 year | 6.80 | 12.31 | 55% |
| Returns for 3 years | 5.40 | N/A | - |
| Returns for 5 years | 10.09 | N/A | - |
| Returns for 10 years | 36.83 | N/A | - |
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