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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity Instl
Price$12.17
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets531.64M
HBLSX vs WHGIX Comparison Chart
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HBLSX 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 HBLSX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. WHGIX (532M). WHGIX pays higher dividends than HBLSX: WHGIX (3.72) vs HBLSX (3.25). HBLSX was incepted earlier than WHGIX: HBLSX (15 years) vs WHGIX (19 years). WHGIX is a more actively managed with annual turnover of: 88.00 vs. HBLSX (57.00). HBLSX has a lower initial minimum investment than WHGIX: HBLSX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 12.39 vs. HBLSX (5.93). WHGIX return over 5 years is better than : 10.86 vs. HBLSX (7.95).
| HBLSX | WHGIX | HBLSX / WHGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 1.403 | 1.671 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 3.25 | 3.72 | 87% |
| Returns for 1 year | 5.93 | 12.39 | 48% |
| Returns for 3 years | 0.23 | 7.57 | 3% |
| Returns for 5 years | 7.95 | 10.86 | 73% |
| Returns for 10 years | 33.07 | 7.07 | 468% |
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