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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.29
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
HBLYX vs WHGIX Comparison Chart
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HBLYX 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 HBLYX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. WHGIX (535M). 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 : 11.85 vs. HBLYX (9.02). HBLYX return over 5 years is better than : 15.15 vs. WHGIX (13.10).
| 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 | 7.844 | 10.816 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 535M | 2,299% |
| Annual Yield % from dividends | 3.51 | 3.72 | 94% |
| Returns for 1 year | 9.02 | 11.85 | 76% |
| Returns for 3 years | 4.49 | 7.46 | 60% |
| Returns for 5 years | 15.15 | 13.10 | 116% |
| Returns for 10 years | 41.42 | 5.40 | 767% |
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