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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity Instl
Price$12.51
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets535.55M
HBLSX vs WHGIX Comparison Chart in %
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HBLSX vs. WHGIX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WHGIX (536M). WHGIX pays higher dividends than HBLSX: WHGIX (4.57) vs HBLSX (3.17). 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 : 8.53 vs. HBLSX (3.29). HBLSX return over 5 years is better than : 15.80 vs. WHGIX (14.13).
| 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 | 7.949 | 6.863 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 536M | 2,220% |
| Annual Yield % from dividends | 3.17 | 4.57 | 69% |
| Returns for 1 year | 3.29 | 8.53 | 39% |
| Returns for 3 years | 18.25 | 30.28 | 60% |
| Returns for 5 years | 15.80 | 14.13 | 112% |
| Returns for 10 years | 46.56 | 16.28 | 286% |
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