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HBLRX vs WHGOX
HBLRX vs WHGOX Comparison
Open Charts HBLRX vs WHGOX
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Westwood Income Opportunity Ultra
Price$12.38
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets534.89M
HBLRX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. WHGOX (535M). WHGOX pays higher dividends than HBLRX: WHGOX (4.55) vs HBLRX (2.94). HBLRX was incepted earlier than WHGOX: HBLRX (15 years) vs WHGOX (3 years). HBLRX (1.28) is less costly to investors than WHGOX (0.76). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLRX has a lower initial minimum investment than WHGOX: HBLRX (0) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 8.64 vs. HBLRX (3.79).
| HBLRX | WHGOX | HBLRX / WHGOX | |
| Total Expense Ratio | 1.28 | 0.76 | 168% |
| Annual Report Gross Expense Ratio | 1.28 | 0.76 | 168% |
| Fund Existence | 15 years | 3 years | - |
| Gain YTD | 6.869 | 5.940 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 2.94 | 4.55 | 65% |
| Returns for 1 year | 3.79 | 8.64 | 44% |
| Returns for 3 years | 9.90 | N/A | - |
| Returns for 5 years | 13.07 | N/A | - |
| Returns for 10 years | 37.76 | N/A | - |
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