Interact to see
Advertisement
Advertisement
HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$15.01
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
Westwood Income Opportunity Ultra
Price$12.24
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets530.82M
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: 11.9B vs. WHGOX (531M). WHGOX pays higher dividends than HBLYX: WHGOX (4.36) 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 : 8.11 vs. HBLYX (5.83).
| 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 | 5.924 | 4.187 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 531M | 2,241% |
| Annual Yield % from dividends | 3.51 | 4.36 | 80% |
| Returns for 1 year | 5.83 | 8.11 | 72% |
| Returns for 3 years | 16.94 | N/A | - |
| Returns for 5 years | 18.82 | N/A | - |
| Returns for 10 years | 43.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement