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HBLAX vs WHGOX
HBLAX vs WHGOX Comparison
Open Charts HBLAX vs WHGOX
Hartford Balanced Income A
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Ultra
Price$12.46
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets534M
HBLAX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. WHGOX (534M). WHGOX pays higher dividends than HBLAX: WHGOX (4.67) vs HBLAX (3.28). HBLAX was incepted earlier than WHGOX: HBLAX (19 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: 61.00 vs. WHGOX (57.00). 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 : 8.91 vs. HBLAX (3.41).
| HBLAX | WHGOX | HBLAX / WHGOX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 7.981 | 7.182 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 3.28 | 4.67 | 70% |
| Returns for 1 year | 3.41 | 8.91 | 38% |
| Returns for 3 years | 18.51 | N/A | - |
| Returns for 5 years | 16.14 | N/A | - |
| Returns for 10 years | 47.24 | N/A | - |
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