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HBLTX vs WHGIX
HBLTX vs WHGIX Comparison
Open Charts HBLTX vs WHGIX
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.17
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
HBLTX vs WHGIX Comparison Chart
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HBLTX vs. WHGIX commentary
Nov 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 HBLTX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. WHGIX (529M). WHGIX (3.72) and HBLTX (3.54) have matching dividends . HBLTX was incepted earlier than WHGIX: HBLTX (14 years) vs WHGIX (19 years). WHGIX is a more actively managed with annual turnover of: 88.00 vs. HBLTX (57.00). HBLTX has a lower initial minimum investment than WHGIX: HBLTX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 16.76 vs. HBLTX (15.43). HBLTX return over 5 years is better than : 16.16 vs. WHGIX (-10.35).
| HBLTX | WHGIX | HBLTX / 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 | 7.983 | 9.734 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 529M | 2,344% |
| Annual Yield % from dividends | 3.54 | 3.72 | 95% |
| Returns for 1 year | 15.43 | 16.76 | 92% |
| Returns for 3 years | -0.41 | -3.34 | 12% |
| Returns for 5 years | 16.16 | -10.35 | -156% |
| Returns for 10 years | 39.33 | 3.81 | 1,031% |
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