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HBLIX vs WHGOX
HBLIX vs WHGOX Comparison
Open Charts HBLIX vs WHGOX
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Ultra
Price$12.46
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets534M
HBLIX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. WHGOX (534M). WHGOX pays higher dividends than HBLIX: WHGOX (4.67) vs HBLIX (3.50). HBLIX was incepted earlier than WHGOX: HBLIX (16 years) vs WHGOX (3 years). WHGOX (0.76) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLIX has a lower initial minimum investment than WHGOX: HBLIX (2000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 8.91 vs. HBLIX (3.79).
| HBLIX | WHGOX | HBLIX / WHGOX | |
| Total Expense Ratio | 0.65 | 0.76 | 86% |
| Annual Report Gross Expense Ratio | 0.65 | 0.76 | 86% |
| Fund Existence | 16 years | 3 years | - |
| Gain YTD | 8.319 | 7.182 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 3.50 | 4.67 | 75% |
| Returns for 1 year | 3.79 | 8.91 | 42% |
| Returns for 3 years | 19.52 | N/A | - |
| Returns for 5 years | 17.70 | N/A | - |
| Returns for 10 years | 50.56 | N/A | - |
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