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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$14.36
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets11.74B
Westwood Income Opportunity Instl
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets512.91M
HBLAX vs WHGIX Comparison Chart
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HBLAX vs. WHGIX commentary
May 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. WHGIX (513M). WHGIX pays higher dividends than HBLAX: WHGIX (4.43) vs HBLAX (3.41). HBLAX was incepted earlier than WHGIX: HBLAX (19 years) vs WHGIX (19 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 : 5.57 vs. HBLAX (3.16). HBLAX return over 5 years is better than : 20.39 vs. WHGIX (17.85).
| 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 | 19 years | - |
| Gain YTD | 2.448 | -0.432 | -567% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 513M | 2,281% |
| Annual Yield % from dividends | 3.41 | 4.43 | 77% |
| Returns for 1 year | 3.16 | 5.57 | 57% |
| Returns for 3 years | 9.29 | 16.92 | 55% |
| Returns for 5 years | 20.39 | 17.85 | 114% |
| Returns for 10 years | 32.47 | 2.45 | 1,327% |
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