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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets531.29M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Jul 05, 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 HBLAX is a Buy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. WHGIX (531M). WHGIX pays higher dividends than HBLAX: WHGIX (4.27) vs HBLAX (3.35). HBLAX was incepted earlier than WHGIX: HBLAX (19 years) vs WHGIX (20 years). HBLAX (0.89) is less costly to investors than WHGIX (0.84). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLAX has a lower initial minimum investment than WHGIX: HBLAX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 8.93 vs. HBLAX (6.72). HBLAX return over 5 years is better than : 18.09 vs. WHGIX (16.85).
| HBLAX | WHGIX | HBLAX / WHGIX | |
| Total Expense Ratio | 0.89 | 0.84 | 106% |
| Annual Report Gross Expense Ratio | 0.89 | 0.84 | 106% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 6.116 | 4.316 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 531M | 2,260% |
| Annual Yield % from dividends | 3.35 | 4.27 | 79% |
| Returns for 1 year | 6.72 | 8.93 | 75% |
| Returns for 3 years | 16.22 | 26.59 | 61% |
| Returns for 5 years | 18.09 | 16.85 | 107% |
| Returns for 10 years | 41.22 | 9.76 | 422% |
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