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HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Ultra
Price$12.46
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets534M
HBLYX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. WHGOX (534M). WHGOX pays higher dividends than HBLYX: WHGOX (4.67) vs HBLYX (3.43). HBLYX was incepted earlier than WHGOX: HBLYX (19 years) vs WHGOX (3 years). WHGOX (0.76) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WHGOX (57.00). HBLYX has a lower initial minimum investment than WHGOX: HBLYX (250000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 8.91 vs. HBLYX (3.84).
| HBLYX | WHGOX | HBLYX / WHGOX | |
| Total Expense Ratio | 0.67 | 0.76 | 88% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 8.401 | 7.182 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 3.43 | 4.67 | 73% |
| Returns for 1 year | 3.84 | 8.91 | 43% |
| Returns for 3 years | 19.59 | N/A | - |
| Returns for 5 years | 17.81 | N/A | - |
| Returns for 10 years | 51.07 | N/A | - |
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