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HBLRX vs WHGOX
HBLRX vs WHGOX Comparison
Open Charts HBLRX vs WHGOX
Hartford Balanced Income R3
Price$15.15
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
HBLRX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. WHGOX (534M). WHGOX pays higher dividends than HBLRX: WHGOX (4.67) vs HBLRX (2.88). 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 : 8.91 vs. HBLRX (3.17).
| 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 | 7.866 | 7.182 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 2.88 | 4.67 | 62% |
| Returns for 1 year | 3.17 | 8.91 | 36% |
| Returns for 3 years | 17.36 | N/A | - |
| Returns for 5 years | 14.35 | N/A | - |
| Returns for 10 years | 43.10 | N/A | - |
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