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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.46
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity Instl
Price$12.24
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
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HBLYX vs WHGIX Comparison Chart
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HBLYX vs. WHGIX commentary
Oct 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 StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.7B vs. WHGIX (534M). 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 : 20.52 vs. HBLYX (19.37). HBLYX return over 5 years is better than : 19.73 vs. WHGIX (-9.36).
| 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 | 9.613 | 10.455 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 534M | 2,378% |
| Annual Yield % from dividends | 3.51 | 3.72 | 94% |
| Returns for 1 year | 19.37 | 20.52 | 94% |
| Returns for 3 years | 1.72 | -2.35 | -73% |
| Returns for 5 years | 19.73 | -9.36 | -211% |
| Returns for 10 years | 46.73 | 8.48 | 551% |
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