Ad is loading...
HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$14.47
Change-$0.54 (-3.60%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.29
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
HBLAX vs WHGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. WHGIX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLAX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.3B vs. WHGIX (535M). WHGIX pays higher dividends than HBLAX: WHGIX (3.72) vs HBLAX (3.35). HBLAX was incepted earlier than WHGIX: HBLAX (18 years) vs WHGIX (19 years). WHGIX is a more actively managed with annual turnover of: 88.00 vs. HBLAX (57.00). HBLAX has a lower initial minimum investment than WHGIX: HBLAX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 11.85 vs. HBLAX (8.79). HBLAX return over 5 years is better than : 13.84 vs. WHGIX (13.10).
| HBLAX | WHGIX | HBLAX / WHGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 7.649 | 10.816 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.3B | 535M | 2,299% |
| Annual Yield % from dividends | 3.35 | 3.72 | 90% |
| Returns for 1 year | 8.79 | 11.85 | 74% |
| Returns for 3 years | 3.77 | 7.46 | 50% |
| Returns for 5 years | 13.84 | 13.10 | 106% |
| Returns for 10 years | 38.11 | 5.40 | 706% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLYU | 59.96 | 0.32 | +0.54% |
| MicroSectors™ Travel 3X Leveraged ETNs | |||
| SBND | 18.55 | -0.02 | -0.09% |
| Columbia Short Duration Bond ETF | |||
| SEPW | 29.12 | -0.04 | -0.12% |
| AllianzIM U.S. Large Cp Buffer20 Sep ETF | |||
| IGE | 43.18 | -0.33 | -0.77% |
| iShares North American Natural Res ETF | |||
| VAW | 196.79 | -1.59 | -0.80% |
| Vanguard Materials ETF | |||