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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
Westwood Income Opportunity Ultra
Price$13.28
Change+$0.55 (+4.32%)
VolumeN/A
Net Assets594.9M
HBLCX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. WHGOX (595M). WHGOX pays higher dividends than HBLCX: WHGOX (3.47) vs HBLCX (2.51). HBLCX was incepted earlier than WHGOX: HBLCX (20 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: 90.00 vs. WHGOX (67.00). 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 : 12.44 vs. HBLCX (5.20).
| HBLCX | WHGOX | HBLCX / WHGOX | |
| Total Expense Ratio | 1.64 | 0.76 | 216% |
| Annual Report Gross Expense Ratio | 1.64 | 0.76 | 216% |
| Fund Existence | 20 years | 3 years | - |
| Gain YTD | 2.034 | 2.822 | 72% |
| Front Load | N/A | 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 | 2.51 | 3.47 | 72% |
| Returns for 1 year | 5.20 | 12.44 | 42% |
| Returns for 3 years | 12.82 | 31.30 | 41% |
| Returns for 5 years | 6.53 | N/A | - |
| Returns for 10 years | 41.23 | N/A | - |
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