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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$14.60
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets11.86B
Westwood Income Opportunity Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets522.88M
HBLAX vs WHGIX Comparison Chart
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HBLAX vs. WHGIX commentary
Jun 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 StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. WHGIX (523M). WHGIX pays higher dividends than HBLAX: WHGIX (4.35) vs HBLAX (3.37). 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 : 7.52 vs. HBLAX (5.09). HBLAX return over 5 years is better than : 16.76 vs. WHGIX (15.49).
| 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 | 4.511 | 2.017 | 224% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 523M | 2,275% |
| Annual Yield % from dividends | 3.37 | 4.35 | 78% |
| Returns for 1 year | 5.09 | 7.52 | 68% |
| Returns for 3 years | 16.53 | 25.46 | 65% |
| Returns for 5 years | 16.76 | 15.49 | 108% |
| Returns for 10 years | 37.44 | 6.32 | 592% |
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