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HBLFX vs WHGOX
HBLFX vs WHGOX Comparison
Open Charts HBLFX vs WHGOX
Hartford Balanced Income F
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Ultra
Price$12.30
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets534.84M
HBLFX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. WHGOX (535M). WHGOX pays higher dividends than HBLFX: WHGOX (4.36) vs HBLFX (3.66). HBLFX was incepted earlier than WHGOX: HBLFX (8 years) vs WHGOX (3 years). WHGOX (0.76) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLFX (1000000) and WHGOX (1000000) have matching initial minimum investment requirements. WHGOX annual gain was more profitable for investors over the last year : 9.37 vs. HBLFX (5.44).
| HBLFX | WHGOX | HBLFX / WHGOX | |
| Total Expense Ratio | 0.56 | 0.76 | 74% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 8 years | 3 years | - |
| Gain YTD | 6.715 | 5.041 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.66 | 4.36 | 84% |
| Returns for 1 year | 5.44 | 9.37 | 58% |
| Returns for 3 years | 15.69 | N/A | - |
| Returns for 5 years | 16.90 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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