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HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$14.27
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.55B
Westwood Income Opportunity Ultra
Price$11.37
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets497.87M
HBLYX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. WHGOX (498M). WHGOX pays higher dividends than HBLYX: WHGOX (4.46) vs HBLYX (3.53). HBLYX was incepted earlier than WHGOX: HBLYX (19 years) vs WHGOX (2 years). WHGOX (0.74) 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 : 5.44 vs. HBLYX (4.71).
| HBLYX | WHGOX | HBLYX / WHGOX | |
| Total Expense Ratio | 0.67 | 0.74 | 91% |
| Annual Report Gross Expense Ratio | 0.67 | 0.74 | 91% |
| Fund Existence | 19 years | 2 years | - |
| Gain YTD | 0.224 | -3.447 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 498M | 2,329% |
| Annual Yield % from dividends | 3.53 | 4.46 | 79% |
| Returns for 1 year | 4.71 | 5.44 | 86% |
| Returns for 3 years | 3.99 | N/A | - |
| Returns for 5 years | 16.57 | N/A | - |
| Returns for 10 years | 32.85 | N/A | - |
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