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HBLTX vs WHGOX
HBLTX vs WHGOX Comparison
Open Charts HBLTX vs WHGOX
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).
| 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 | 6.253 | 4.614 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 532M | 2,256% |
| Annual Yield % from dividends | 3.54 | 4.36 | 81% |
| Returns for 1 year | 6.97 | 9.30 | 75% |
| Returns for 3 years | 17.02 | N/A | - |
| Returns for 5 years | 19.41 | N/A | - |
| Returns for 10 years | 44.20 | N/A | - |
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