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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.26
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
HBLYX vs WHGIX Comparison Chart
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HBLYX 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 HBLYX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. WHGIX (529M). WHGIX pays higher dividends than HBLYX: WHGIX (3.72) vs HBLYX (3.51). HBLYX was incepted earlier than WHGIX: HBLYX (18 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 : 16.76 vs. HBLYX (15.46). HBLYX return over 5 years is better than : 16.30 vs. WHGIX (-10.35).
| HBLYX | WHGIX | HBLYX / WHGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 7.985 | 9.734 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 529M | 2,344% |
| Annual Yield % from dividends | 3.51 | 3.72 | 94% |
| Returns for 1 year | 15.46 | 16.76 | 92% |
| Returns for 3 years | -0.32 | -3.34 | 10% |
| Returns for 5 years | 16.30 | -10.35 | -158% |
| Returns for 10 years | 39.87 | 3.81 | 1,045% |
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