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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.79
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.83B
Westwood Income Opportunity Instl
Price$12.77
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets546.53M
HBLCX vs WHGIX Comparison Chart in %
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HBLCX vs. WHGIX commentary
Oct 16, 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 HBLCX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WHGIX (547M). WHGIX pays higher dividends than HBLCX: WHGIX (3.63) vs HBLCX (2.58). HBLCX was incepted earlier than WHGIX: HBLCX (19 years) vs WHGIX (20 years). HBLCX (1.64) is less costly to investors than WHGIX (0.84). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLCX has a lower initial minimum investment than WHGIX: HBLCX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 8.48 vs. HBLCX (1.41). WHGIX return over 5 years is better than : 15.11 vs. HBLCX (11.41).
| HBLCX | WHGIX | HBLCX / WHGIX | |
| Total Expense Ratio | 1.64 | 0.84 | 195% |
| Annual Report Gross Expense Ratio | 1.64 | 0.84 | 195% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 7.796 | 9.383 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 547M | 2,157% |
| Annual Yield % from dividends | 2.58 | 3.63 | 71% |
| Returns for 1 year | 1.41 | 8.48 | 17% |
| Returns for 3 years | 23.03 | 40.76 | 56% |
| Returns for 5 years | 11.41 | 15.11 | 75% |
| Returns for 10 years | 34.61 | 16.72 | 207% |
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