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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$14.69
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
Westwood Income Opportunity Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets522.88M
HBLSX vs WHGIX Comparison Chart
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HBLSX vs. WHGIX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WHGIX (523M). WHGIX pays higher dividends than HBLSX: WHGIX (4.35) vs HBLSX (3.26). 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 : 7.52 vs. HBLSX (4.97). HBLSX return over 5 years is better than : 16.37 vs. WHGIX (15.49).
| 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 | 4.453 | 2.017 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 523M | 2,275% |
| Annual Yield % from dividends | 3.26 | 4.35 | 75% |
| Returns for 1 year | 4.97 | 7.52 | 66% |
| Returns for 3 years | 16.20 | 25.46 | 64% |
| Returns for 5 years | 16.37 | 15.49 | 106% |
| Returns for 10 years | 36.90 | 6.32 | 584% |
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