Interact to see
Advertisement
Advertisement
HBLAX vs WHGOX
HBLAX vs WHGOX Comparison
Open Charts HBLAX vs WHGOX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Westwood Income Opportunity Ultra
Price$13.28
Change+$0.55 (+4.32%)
VolumeN/A
Net Assets594.9M
HBLAX vs WHGOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. WHGOX (595M). WHGOX pays higher dividends than HBLAX: WHGOX (3.47) vs HBLAX (3.21). HBLAX was incepted earlier than WHGOX: HBLAX (20 years) vs WHGOX (3 years). HBLAX (0.89) is less costly to investors than WHGOX (0.76). HBLAX is a more actively managed with annual turnover of: 90.00 vs. WHGOX (67.00). HBLAX has a lower initial minimum investment than WHGOX: HBLAX (2000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 12.44 vs. HBLAX (6.08).
| HBLAX | WHGOX | HBLAX / WHGOX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 20 years | 3 years | - |
| Gain YTD | 2.062 | 2.822 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 595M | 1,950% |
| Annual Yield % from dividends | 3.21 | 3.47 | 92% |
| Returns for 1 year | 6.08 | 12.44 | 49% |
| Returns for 3 years | 15.65 | 31.30 | 50% |
| Returns for 5 years | 11.02 | N/A | - |
| Returns for 10 years | 51.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers