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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$13.41
Change-$0.09 (-0.67%)
VolumeN/A
Net Assets11.35B
Westwood Income Opportunity Instl
Price$11.09
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets490.34M
HBLCX vs WHGIX Comparison Chart
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HBLCX vs. WHGIX commentary
Apr 09, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.4B vs. WHGIX (490M). WHGIX pays higher dividends than HBLCX: WHGIX (4.34) vs HBLCX (2.64). HBLCX was incepted earlier than WHGIX: HBLCX (19 years) vs WHGIX (19 years). HBLCX (1.64) is less costly to investors than WHGIX (0.81). 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 : 0.81 vs. HBLCX (-1.41). WHGIX return over 5 years is better than : 13.79 vs. HBLCX (10.07).
| HBLCX | WHGIX | HBLCX / WHGIX | |
| Total Expense Ratio | 1.64 | 0.81 | 202% |
| Annual Report Gross Expense Ratio | 1.64 | 0.81 | 202% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | -2.344 | -5.330 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.4B | 490M | 2,327% |
| Annual Yield % from dividends | 2.64 | 4.34 | 61% |
| Returns for 1 year | -1.41 | 0.81 | -176% |
| Returns for 3 years | -2.73 | 4.26 | -64% |
| Returns for 5 years | 10.07 | 13.79 | 73% |
| Returns for 10 years | 18.49 | -2.53 | -732% |
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