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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity Instl
Price$12.17
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets531.64M
HBLCX vs WHGIX Comparison Chart
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HBLCX 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 HBLCX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. WHGIX (532M). WHGIX pays higher dividends than HBLCX: WHGIX (3.72) vs HBLCX (2.65). HBLCX was incepted earlier than WHGIX: HBLCX (18 years) vs WHGIX (19 years). WHGIX is a more actively managed with annual turnover of: 88.00 vs. HBLCX (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 : 12.39 vs. HBLCX (5.09). WHGIX return over 5 years is better than : 10.86 vs. HBLCX (4.44).
| HBLCX | WHGIX | HBLCX / 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 | 1.293 | 1.671 | 77% |
| 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 | 2.65 | 3.72 | 71% |
| Returns for 1 year | 5.09 | 12.39 | 41% |
| Returns for 3 years | -2.03 | 7.57 | -27% |
| Returns for 5 years | 4.44 | 10.86 | 41% |
| Returns for 10 years | 24.83 | 7.07 | 351% |
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