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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity Instl
Price$12.51
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets535.55M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. WHGIX (536M). WHGIX pays higher dividends than HBLAX: WHGIX (4.57) vs HBLAX (3.28). 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 : 8.53 vs. HBLAX (3.41). HBLAX return over 5 years is better than : 16.14 vs. WHGIX (14.13).
| 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 | 7.981 | 6.863 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 536M | 2,220% |
| Annual Yield % from dividends | 3.28 | 4.57 | 72% |
| Returns for 1 year | 3.41 | 8.53 | 40% |
| Returns for 3 years | 18.51 | 30.28 | 61% |
| Returns for 5 years | 16.14 | 14.13 | 114% |
| Returns for 10 years | 47.24 | 16.28 | 290% |
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