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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity Instl
Price$12.17
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets531.64M
HBLYX vs WHGIX Comparison Chart
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HBLYX vs. WHGIX commentary
Jan 19, 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 Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WHGIX (532M). 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 : 12.39 vs. HBLYX (6.32). WHGIX return over 5 years is better than : 10.86 vs. HBLYX (9.52).
| 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 | 1.459 | 1.671 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 3.51 | 3.72 | 94% |
| Returns for 1 year | 6.32 | 12.39 | 51% |
| Returns for 3 years | 1.17 | 7.57 | 15% |
| Returns for 5 years | 9.52 | 10.86 | 88% |
| Returns for 10 years | 36.78 | 7.07 | 520% |
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