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HBLVX vs WHGOX
HBLVX vs WHGOX Comparison
Open Charts HBLVX vs WHGOX
Hartford Balanced Income R6
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Ultra
Price$12.30
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets534.84M
HBLVX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WHGOX (535M). WHGOX pays higher dividends than HBLVX: WHGOX (4.36) vs HBLVX (3.61). 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: 61.00 vs. WHGOX (57.00). 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 : 9.37 vs. HBLVX (5.50).
| 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 | 6.686 | 5.041 | 133% |
| 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 | 3.61 | 4.36 | 83% |
| Returns for 1 year | 5.50 | 9.37 | 59% |
| Returns for 3 years | 15.85 | N/A | - |
| Returns for 5 years | 17.04 | N/A | - |
| Returns for 10 years | 46.27 | N/A | - |
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