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HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity Ultra
Price$12.16
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets531.64M
HBLYX vs WHGOX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WHGOX (532M). WHGOX pays higher dividends than HBLYX: WHGOX (3.78) vs HBLYX (3.51). HBLYX was incepted earlier than WHGOX: HBLYX (18 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 : 12.41 vs. HBLYX (6.32).
| HBLYX | WHGOX | HBLYX / WHGOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 2 years | - |
| Gain YTD | 1.459 | 1.587 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 3.51 | 3.78 | 93% |
| Returns for 1 year | 6.32 | 12.41 | 51% |
| Returns for 3 years | 1.17 | N/A | - |
| Returns for 5 years | 9.52 | N/A | - |
| Returns for 10 years | 36.78 | N/A | - |
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