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HBLTX vs WHGOX
HBLTX vs WHGOX Comparison
Open Charts HBLTX vs WHGOX
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Ultra
Price$12.30
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets534.84M
HBLTX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. WHGOX (535M). WHGOX pays higher dividends than HBLTX: WHGOX (4.36) vs HBLTX (3.54). HBLTX was incepted earlier than WHGOX: HBLTX (15 years) vs WHGOX (3 years). WHGOX (0.76) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLTX has a lower initial minimum investment than WHGOX: HBLTX (0) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 9.37 vs. HBLTX (5.36).
| HBLTX | WHGOX | HBLTX / WHGOX | |
| Total Expense Ratio | 0.66 | 0.76 | 87% |
| Annual Report Gross Expense Ratio | 0.66 | 0.76 | 87% |
| Fund Existence | 15 years | 3 years | - |
| Gain YTD | 6.610 | 5.041 | 131% |
| 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 | 3.54 | 4.36 | 81% |
| Returns for 1 year | 5.36 | 9.37 | 57% |
| Returns for 3 years | 15.38 | N/A | - |
| Returns for 5 years | 16.36 | N/A | - |
| Returns for 10 years | 44.79 | N/A | - |
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