HBLYX
Price
$15.28
Change
+$0.01 (+0.07%)
Updated
Aug 28 closing price
Net Assets
11.94B
WHGOX
Price
$12.45
Change
-$0.00 (-0.00%)
Updated
Aug 28 closing price
Net Assets
534.44M
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HBLYX vs WHGOX

Header iconHBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOXBanner chart's image
Hartford Balanced Income Y
Price$15.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity Ultra
Price$12.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets534.44M
HBLYX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WHGOX (534M). 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 : 8.11 vs. HBLYX (3.57).
HBLYXWHGOXHBLYX / WHGOX
Total Expense Ratio0.670.7688%
Annual Report Gross Expense Ratio0.670.7688%
Fund Existence19 years3 years-
Gain YTD8.0476.753119%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B534M2,228%
Annual Yield % from dividends3.514.5577%
Returns for 1 year3.578.1144%
Returns for 3 years16.51N/A-
Returns for 5 years17.12N/A-
Returns for 10 years50.58N/A-
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