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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.29
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
HBLSX vs WHGIX Comparison Chart
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HBLSX vs. WHGIX commentary
Dec 19, 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 HBLSX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.3B vs. WHGIX (535M). 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 : 11.85 vs. HBLSX (8.72). HBLSX (13.56) and WHGIX (13.10) have equivalent 5 years return.
| 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 | 7.612 | 10.816 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 535M | 2,299% |
| Annual Yield % from dividends | 3.25 | 3.72 | 87% |
| Returns for 1 year | 8.72 | 11.85 | 74% |
| Returns for 3 years | 3.55 | 7.46 | 48% |
| Returns for 5 years | 13.56 | 13.10 | 104% |
| Returns for 10 years | 37.62 | 5.40 | 697% |
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