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HBLCX vs WHGOX
HBLCX vs WHGOX Comparison
Open Charts HBLCX vs WHGOX
Hartford Balanced Income C
Price$14.86
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
Westwood Income Opportunity Ultra
Price$12.85
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets555.55M
HBLCX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. WHGOX (556M). WHGOX pays higher dividends than HBLCX: WHGOX (3.90) vs HBLCX (2.59). 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 : 9.46 vs. HBLCX (2.86).
| 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 | 8.895 | 10.616 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 556M | 2,104% |
| Annual Yield % from dividends | 2.59 | 3.90 | 66% |
| Returns for 1 year | 2.86 | 9.46 | 30% |
| Returns for 3 years | 15.73 | N/A | - |
| Returns for 5 years | 9.86 | N/A | - |
| Returns for 10 years | 37.03 | N/A | - |
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