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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Instl
Price$12.38
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.89M
HBLSX vs WHGIX Comparison Chart in %
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HBLSX vs. WHGIX commentary
Aug 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 HBLSX is a StrongBuy and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLSX: WHGIX (4.45) vs HBLSX (3.24). HBLSX was incepted earlier than WHGIX: HBLSX (15 years) vs WHGIX (20 years). HBLSX (0.96) is less costly to investors than WHGIX (0.84). HBLSX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLSX has a lower initial minimum investment than WHGIX: HBLSX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 8.44 vs. HBLSX (4.12). HBLSX return over 5 years is better than : 14.65 vs. WHGIX (13.52).
| HBLSX | WHGIX | HBLSX / WHGIX | |
| Total Expense Ratio | 0.96 | 0.84 | 114% |
| Annual Report Gross Expense Ratio | 0.96 | 0.84 | 114% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 7.094 | 5.888 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.24 | 4.45 | 73% |
| Returns for 1 year | 4.12 | 8.44 | 49% |
| Returns for 3 years | 10.88 | 21.55 | 50% |
| Returns for 5 years | 14.65 | 13.52 | 108% |
| Returns for 10 years | 41.39 | 11.26 | 368% |
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