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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.09
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.74B
Westwood Income Opportunity Instl
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets512.91M
HBLCX vs WHGIX Comparison Chart
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HBLCX vs. WHGIX commentary
May 14, 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 HBLCX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. WHGIX (513M). WHGIX pays higher dividends than HBLCX: WHGIX (4.43) vs HBLCX (2.67). HBLCX was incepted earlier than WHGIX: HBLCX (19 years) vs WHGIX (19 years). HBLCX (1.64) is less costly to investors than WHGIX (0.84). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLCX has a lower initial minimum investment than WHGIX: HBLCX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 5.57 vs. HBLCX (2.24). WHGIX return over 5 years is better than : 17.85 vs. HBLCX (16.07).
| HBLCX | WHGIX | HBLCX / WHGIX | |
| Total Expense Ratio | 1.64 | 0.84 | 195% |
| Annual Report Gross Expense Ratio | 1.64 | 0.84 | 195% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.141 | -0.432 | -496% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 513M | 2,281% |
| Annual Yield % from dividends | 2.67 | 4.43 | 60% |
| Returns for 1 year | 2.24 | 5.57 | 40% |
| Returns for 3 years | 6.64 | 16.92 | 39% |
| Returns for 5 years | 16.07 | 17.85 | 90% |
| Returns for 10 years | 23.84 | 2.45 | 974% |
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