HBLTX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
WHGOX
Price
$12.25
Change
+$0.04 (+0.33%)
Updated
Jul 3 closing price
Net Assets
532.41M
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HBLTX vs WHGOX

Header iconHBLTX vs WHGOX Comparison
Open Charts HBLTX vs WHGOXBanner chart's image
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Ultra
Price$12.25
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets532.41M
HBLTX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. WHGOX (532M). 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 : 9.30 vs. HBLTX (6.97).
HBLTXWHGOXHBLTX / WHGOX
Total Expense Ratio0.660.7687%
Annual Report Gross Expense Ratio0.660.7687%
Fund Existence15 years3 years-
Gain YTD6.2534.614136%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B532M2,256%
Annual Yield % from dividends3.544.3681%
Returns for 1 year6.979.3075%
Returns for 3 years17.02N/A-
Returns for 5 years19.41N/A-
Returns for 10 years44.20N/A-
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