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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$13.87
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets11.35B
Westwood Income Opportunity Instl
Price$11.09
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets490.34M
HBLYX vs WHGIX Comparison Chart
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HBLYX vs. WHGIX commentary
Apr 09, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.4B vs. WHGIX (490M). WHGIX pays higher dividends than HBLYX: WHGIX (4.34) vs HBLYX (3.53). HBLYX was incepted earlier than WHGIX: HBLYX (19 years) vs WHGIX (19 years). WHGIX (0.81) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (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 : 0.81 vs. HBLYX (-0.32). HBLYX return over 5 years is better than : 15.59 vs. WHGIX (13.79).
| HBLYX | WHGIX | HBLYX / WHGIX | |
| Total Expense Ratio | 0.67 | 0.81 | 83% |
| Annual Report Gross Expense Ratio | 0.67 | 0.81 | 83% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | -2.021 | -5.330 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 490M | 2,327% |
| Annual Yield % from dividends | 3.53 | 4.34 | 81% |
| Returns for 1 year | -0.32 | 0.81 | -39% |
| Returns for 3 years | 0.41 | 4.26 | 10% |
| Returns for 5 years | 15.59 | 13.79 | 113% |
| Returns for 10 years | 29.88 | -2.53 | -1,182% |
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