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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity Ultra
Price$13.05
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets579.29M
HBLCX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. WHGOX (579M). WHGOX pays higher dividends than HBLCX: WHGOX (4.09) vs HBLCX (2.54). HBLCX was incepted earlier than WHGOX: HBLCX (19 years) vs WHGOX (3 years). HBLCX (1.64) is less costly to investors than WHGOX (0.76). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLCX has a lower initial minimum investment than WHGOX: HBLCX (2000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 11.45 vs. HBLCX (5.42).
| HBLCX | WHGOX | HBLCX / WHGOX | |
| Total Expense Ratio | 1.64 | 0.76 | 216% |
| Annual Report Gross Expense Ratio | 1.64 | 0.76 | 216% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 5.817 | 12.079 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 579M | 2,021% |
| Annual Yield % from dividends | 2.54 | 4.09 | 62% |
| Returns for 1 year | 5.42 | 11.45 | 47% |
| Returns for 3 years | 14.84 | 33.97 | 44% |
| Returns for 5 years | 5.57 | N/A | - |
| Returns for 10 years | 34.92 | N/A | - |
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