Ad is loading...
HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity Instl
Price$12.17
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets531.64M
HBLAX vs WHGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. WHGIX commentary
Jan 19, 2025
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 Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. WHGIX (532M). 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 : 12.39 vs. HBLAX (5.97). WHGIX return over 5 years is better than : 10.86 vs. HBLAX (8.26).
| 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 | 1.340 | 1.671 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 3.35 | 3.72 | 90% |
| Returns for 1 year | 5.97 | 12.39 | 48% |
| Returns for 3 years | 0.35 | 7.57 | 5% |
| Returns for 5 years | 8.26 | 10.86 | 76% |
| Returns for 10 years | 33.45 | 7.07 | 473% |
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 % |
| QVOY | 25.81 | 0.31 | +1.22% |
| Q3 All-Season Active Rotation ETF | |||
| FLYU | 60.07 | 0.61 | +1.03% |
| MicroSectors™ Travel 3X Leveraged ETNs | |||
| PSCH | 45.45 | 0.08 | +0.18% |
| Invesco S&P SmallCap Health Care ETF | |||
| VUSB | 49.71 | N/A | N/A |
| Vanguard Ultra-Short Bond ETF | |||
| IEO | 99.12 | -0.01 | -0.01% |
| iShares US Oil & Gas Explor & Prod ETF | |||