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HBLTX vs WHGIX
HBLTX vs WHGIX Comparison
Open Charts HBLTX vs WHGIX
Hartford Balanced Income R5
Price$14.58
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
HBLTX vs WHGIX Comparison Chart
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HBLTX 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 HBLTX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.3B vs. WHGIX (535M). WHGIX (3.72) and HBLTX (3.54) have matching dividends . HBLTX was incepted earlier than WHGIX: HBLTX (15 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 : 11.85 vs. HBLTX (9.10). HBLTX return over 5 years is better than : 15.08 vs. WHGIX (13.10).
| HBLTX | WHGIX | HBLTX / 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 | 7.912 | 10.816 | 73% |
| 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 | 3.54 | 3.72 | 95% |
| Returns for 1 year | 9.10 | 11.85 | 77% |
| Returns for 3 years | 4.50 | 7.46 | 60% |
| Returns for 5 years | 15.08 | 13.10 | 115% |
| Returns for 10 years | 40.97 | 5.40 | 759% |
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