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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.73
Change-$0.06 (-0.41%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$11.98
Change-$0.06 (-0.50%)
VolumeN/A
CapitalizationN/A
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HBLCX vs WHGIX Comparison Chart
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HBLCX vs. WHGIX commentary
Sep 08, 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 HBLCX is a StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.5B vs. WHGIX (526M). 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 : 13.92 vs. HBLCX (12.92). HBLCX return over 5 years is better than : 12.13 vs. WHGIX (-11.86).
| 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 | 6.703 | 7.419 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.5B | 526M | 2,376% |
| Annual Yield % from dividends | 2.65 | 3.72 | 71% |
| Returns for 1 year | 12.92 | 13.92 | 93% |
| Returns for 3 years | -4.32 | -5.49 | 79% |
| Returns for 5 years | 12.13 | -11.86 | -102% |
| Returns for 10 years | 27.88 | 3.00 | 928% |
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