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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.70
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.58B
Westwood Income Opportunity Instl
Price$12.66
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets549.99M
HBLCX vs WHGIX Comparison Chart in %
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HBLCX 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 HBLCX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. WHGIX (550M). WHGIX pays higher dividends than HBLCX: WHGIX (3.81) vs HBLCX (2.59). 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 : 8.17 vs. HBLCX (1.95). WHGIX return over 5 years is better than : 12.92 vs. HBLCX (8.03).
| 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 | 7.576 | 9.163 | 83% |
| Front Load | N/A | 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 | 2.59 | 3.81 | 68% |
| Returns for 1 year | 1.95 | 8.17 | 24% |
| Returns for 3 years | 13.59 | 30.84 | 44% |
| Returns for 5 years | 8.03 | 12.92 | 62% |
| Returns for 10 years | 33.32 | 16.08 | 207% |
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