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HBLRX vs WHGIX
HBLRX vs WHGIX Comparison
Open Charts HBLRX vs WHGIX
Hartford Balanced Income R3
Price$15.32
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.24
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
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HBLRX vs WHGIX Comparison Chart
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HBLRX vs. WHGIX commentary
Oct 18, 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 HBLRX is a StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. WHGIX (534M). WHGIX pays higher dividends than HBLRX: WHGIX (3.72) vs HBLRX (2.97). HBLRX was incepted earlier than WHGIX: HBLRX (14 years) vs WHGIX (19 years). WHGIX is a more actively managed with annual turnover of: 88.00 vs. HBLRX (57.00). HBLRX has a lower initial minimum investment than WHGIX: HBLRX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 20.52 vs. HBLRX (18.62). HBLRX return over 5 years is better than : 16.52 vs. WHGIX (-9.36).
| HBLRX | WHGIX | HBLRX / WHGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 9.072 | 10.455 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 534M | 2,378% |
| Annual Yield % from dividends | 2.97 | 3.72 | 80% |
| Returns for 1 year | 18.62 | 20.52 | 91% |
| Returns for 3 years | -0.15 | -2.35 | 6% |
| Returns for 5 years | 16.52 | -9.36 | -177% |
| Returns for 10 years | 39.21 | 8.48 | 463% |
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