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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$14.99
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
Westwood Income Opportunity Instl
Price$12.66
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets549.99M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Nov 20, 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: 11.6B vs. WHGIX (550M). WHGIX pays higher dividends than HBLAX: WHGIX (3.81) vs HBLAX (3.29). 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 : 8.17 vs. HBLAX (2.80). WHGIX (12.92) and HBLAX (12.35) 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 | 8.289 | 9.163 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 550M | 2,109% |
| Annual Yield % from dividends | 3.29 | 3.81 | 86% |
| Returns for 1 year | 2.80 | 8.17 | 34% |
| Returns for 3 years | 16.34 | 30.84 | 53% |
| Returns for 5 years | 12.35 | 12.92 | 96% |
| Returns for 10 years | 43.01 | 16.08 | 267% |
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