HBLAX
Price
$14.84
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
WHGIX
Price
$12.31
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
534.84M
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HBLAX vs WHGIX

Header iconHBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIXBanner chart's image
Hartford Balanced Income A
Price$14.84
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Instl
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Jul 27, 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 Buy and WHGIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLAX: WHGIX (4.27) vs HBLAX (3.35). 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 : 9.36 vs. HBLAX (5.10). HBLAX return over 5 years is better than : 15.05 vs. WHGIX (14.23).
HBLAXWHGIXHBLAX / WHGIX
Total Expense Ratio0.890.84106%
Annual Report Gross Expense Ratio0.890.84106%
Fund Existence19 years20 years-
Gain YTD6.4745.084127%
Front Load6%N/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRA2000N/A-
Net Assets11.9B535M2,224%
Annual Yield % from dividends3.354.2779%
Returns for 1 year5.109.3655%
Returns for 3 years14.5826.1256%
Returns for 5 years15.0514.23106%
Returns for 10 years41.8010.42401%
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