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HBLVX vs WHGOX
HBLVX vs WHGOX Comparison
Open Charts HBLVX vs WHGOX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Westwood Income Opportunity Ultra
Price$13.28
Change+$0.55 (+4.32%)
VolumeN/A
Net Assets594.9M
HBLVX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. WHGOX (595M). WHGOX (3.47) and HBLVX (3.46) have matching dividends . HBLVX was incepted earlier than WHGOX: HBLVX (11 years) vs WHGOX (3 years). WHGOX (0.76) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 90.00 vs. WHGOX (67.00). HBLVX has a lower initial minimum investment than WHGOX: HBLVX (0) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 12.44 vs. HBLVX (6.46).
| HBLVX | WHGOX | HBLVX / WHGOX | |
| Total Expense Ratio | 0.56 | 0.76 | 74% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 11 years | 3 years | - |
| Gain YTD | 2.097 | 2.822 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 595M | 1,950% |
| Annual Yield % from dividends | 3.46 | 3.47 | 100% |
| Returns for 1 year | 6.46 | 12.44 | 52% |
| Returns for 3 years | 16.82 | 31.30 | 54% |
| Returns for 5 years | 13.00 | N/A | - |
| Returns for 10 years | 56.73 | N/A | - |
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