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HBLYX vs WHGOX
HBLYX vs WHGOX Comparison
Open Charts HBLYX vs WHGOX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity Ultra
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.13M
HBLYX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WHGOX (546M). WHGOX pays higher dividends than HBLYX: WHGOX (3.72) vs HBLYX (3.44). 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 : 8.22 vs. HBLYX (2.51).
| 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 | 9.048 | 9.455 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 546M | 2,161% |
| Annual Yield % from dividends | 3.44 | 3.72 | 92% |
| Returns for 1 year | 2.51 | 8.22 | 31% |
| Returns for 3 years | 25.18 | N/A | - |
| Returns for 5 years | 17.35 | N/A | - |
| Returns for 10 years | 48.84 | N/A | - |
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