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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets531.29M
HBLCX vs WHGIX Comparison Chart in %
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HBLCX vs. WHGIX commentary
Jul 05, 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 Buy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. WHGIX (531M). WHGIX pays higher dividends than HBLCX: WHGIX (4.27) vs HBLCX (2.63). 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 : 8.93 vs. HBLCX (5.76). WHGIX return over 5 years is better than : 16.85 vs. HBLCX (13.60).
| 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 | 5.658 | 4.316 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 531M | 2,260% |
| Annual Yield % from dividends | 2.63 | 4.27 | 62% |
| Returns for 1 year | 5.76 | 8.93 | 65% |
| Returns for 3 years | 13.44 | 26.59 | 51% |
| Returns for 5 years | 13.60 | 16.85 | 81% |
| Returns for 10 years | 31.78 | 9.76 | 326% |
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