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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$15.02
Change-$0.07 (-0.46%)
VolumeN/A
Net AssetsN/A
Westwood Income Opportunity Instl
Price$12.67
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets540.49M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Sep 26, 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
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 : 8.55 vs. HBLAX (2.32). HBLAX (18.43) and WHGIX (18.13) have equivalent 5 years return.
| 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 | 8.268 | 8.748 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | N/A | 540M | - |
| Annual Yield % from dividends | 3.28 | 4.57 | 72% |
| Returns for 1 year | 2.32 | 8.55 | 27% |
| Returns for 3 years | 24.48 | 38.60 | 63% |
| Returns for 5 years | 18.43 | 18.13 | 102% |
| Returns for 10 years | 49.93 | 22.16 | 225% |