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HBLFX vs WHGOX
HBLFX vs WHGOX Comparison
Open Charts HBLFX vs WHGOX
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
Westwood Income Opportunity Ultra
Price$12.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets561.57M
HBLFX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. WHGOX (562M). WHGOX pays higher dividends than HBLFX: WHGOX (4.09) vs HBLFX (3.53). 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 : 7.85 vs. HBLFX (2.94).
| 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 | 10.216 | 11.218 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 562M | 2,100% |
| Annual Yield % from dividends | 3.53 | 4.09 | 86% |
| Returns for 1 year | 2.94 | 7.85 | 38% |
| Returns for 3 years | 15.87 | 29.98 | 53% |
| Returns for 5 years | 14.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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