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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
Westwood Income Opportunity Ultra
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.13M
HBLCX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WHGOX (546M). WHGOX pays higher dividends than HBLCX: WHGOX (3.72) vs HBLCX (2.58). 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 : 8.22 vs. HBLCX (1.35).
| 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 | 8.089 | 9.455 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 546M | 2,161% |
| Annual Yield % from dividends | 2.58 | 3.72 | 69% |
| Returns for 1 year | 1.35 | 8.22 | 16% |
| Returns for 3 years | 21.22 | N/A | - |
| Returns for 5 years | 11.49 | N/A | - |
| Returns for 10 years | 35.29 | N/A | - |
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