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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Westwood Income Opportunity Instl
Price$12.30
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets534.72M
HBLCX vs WHGIX Comparison Chart
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HBLCX vs. WHGIX commentary
Feb 23, 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 StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. WHGIX (535M). WHGIX pays higher dividends than HBLCX: WHGIX (3.72) vs HBLCX (2.65). HBLCX was incepted earlier than WHGIX: HBLCX (19 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 : 12.10 vs. HBLCX (5.66). WHGIX return over 5 years is better than : 10.76 vs. HBLCX (5.01).
| HBLCX | WHGIX | HBLCX / WHGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.802 | 2.757 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 535M | 2,262% |
| Annual Yield % from dividends | 2.65 | 3.72 | 71% |
| Returns for 1 year | 5.66 | 12.10 | 47% |
| Returns for 3 years | 2.13 | 13.02 | 16% |
| Returns for 5 years | 5.01 | 10.76 | 47% |
| Returns for 10 years | 25.01 | 6.11 | 409% |
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