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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
Westwood Income Opportunity Instl
Price$12.30
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets534.72M
HBLYX vs WHGIX Comparison Chart
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HBLYX vs. WHGIX commentary
Feb 23, 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 HBLYX is a StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WHGIX (535M). WHGIX pays higher dividends than HBLYX: WHGIX (3.72) vs HBLYX (3.51). HBLYX was incepted earlier than WHGIX: HBLYX (19 years) vs WHGIX (19 years). WHGIX is a more actively managed with annual turnover of: 88.00 vs. HBLYX (57.00). WHGIX has a lower initial minimum investment than HBLYX: WHGIX (100000) vs HBLYX (250000). WHGIX annual gain was more profitable for investors over the last year : 12.10 vs. HBLYX (6.80). WHGIX return over 5 years is better than : 10.76 vs. HBLYX (10.09).
| HBLYX | WHGIX | HBLYX / WHGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.988 | 2.757 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 535M | 2,262% |
| Annual Yield % from dividends | 3.51 | 3.72 | 94% |
| Returns for 1 year | 6.80 | 12.10 | 56% |
| Returns for 3 years | 5.40 | 13.02 | 41% |
| Returns for 5 years | 10.09 | 10.76 | 94% |
| Returns for 10 years | 36.83 | 6.11 | 603% |
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