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HBLFX vs WHGOX
HBLFX vs WHGOX Comparison
Open Charts HBLFX vs WHGOX
Hartford Balanced Income F
Price$15.17
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
HBLFX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. WHGOX (556M). WHGOX pays higher dividends than HBLFX: WHGOX (3.90) vs HBLFX (3.59). HBLFX was incepted earlier than WHGOX: HBLFX (9 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 : 9.46 vs. HBLFX (4.03).
| HBLFX | WHGOX | HBLFX / WHGOX | |
| Total Expense Ratio | 0.56 | 0.76 | 74% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 9 years | 3 years | - |
| Gain YTD | 9.999 | 10.616 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 556M | 2,104% |
| Annual Yield % from dividends | 3.59 | 3.90 | 92% |
| Returns for 1 year | 4.03 | 9.46 | 43% |
| Returns for 3 years | 19.71 | N/A | - |
| Returns for 5 years | 16.02 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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