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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$13.66
Change-$0.10 (-0.73%)
VolumeN/A
Net Assets11.35B
Westwood Income Opportunity Instl
Price$11.09
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets490.34M
HBLAX vs WHGIX Comparison Chart
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HBLAX vs. WHGIX commentary
Apr 09, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.4B vs. WHGIX (490M). WHGIX pays higher dividends than HBLAX: WHGIX (4.34) vs HBLAX (3.37). HBLAX was incepted earlier than WHGIX: HBLAX (19 years) vs WHGIX (19 years). HBLAX (0.89) is less costly to investors than WHGIX (0.81). 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 : 0.81 vs. HBLAX (-0.60). HBLAX (14.29) and WHGIX (13.79) have equivalent 5 years return.
| HBLAX | WHGIX | HBLAX / WHGIX | |
| Total Expense Ratio | 0.89 | 0.81 | 110% |
| Annual Report Gross Expense Ratio | 0.89 | 0.81 | 110% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | -2.106 | -5.330 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.4B | 490M | 2,327% |
| Annual Yield % from dividends | 3.37 | 4.34 | 78% |
| Returns for 1 year | -0.60 | 0.81 | -75% |
| Returns for 3 years | -0.35 | 4.26 | -8% |
| Returns for 5 years | 14.29 | 13.79 | 104% |
| Returns for 10 years | 26.77 | -2.53 | -1,059% |
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