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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$13.75
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets11.35B
Westwood Income Opportunity Instl
Price$11.09
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets490.34M
HBLSX vs WHGIX Comparison Chart
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HBLSX vs. WHGIX commentary
Apr 09, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.4B vs. WHGIX (490M). WHGIX pays higher dividends than HBLSX: WHGIX (4.34) vs HBLSX (3.26). HBLSX was incepted earlier than WHGIX: HBLSX (15 years) vs WHGIX (19 years). HBLSX (0.96) is less costly to investors than WHGIX (0.81). 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 : 0.81 vs. HBLSX (-0.69). HBLSX (13.93) and WHGIX (13.79) have equivalent 5 years return.
| HBLSX | WHGIX | HBLSX / WHGIX | |
| Total Expense Ratio | 0.96 | 0.81 | 119% |
| Annual Report Gross Expense Ratio | 0.96 | 0.81 | 119% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | -2.124 | -5.330 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 490M | 2,327% |
| Annual Yield % from dividends | 3.26 | 4.34 | 75% |
| Returns for 1 year | -0.69 | 0.81 | -85% |
| Returns for 3 years | -0.55 | 4.26 | -13% |
| Returns for 5 years | 13.93 | 13.79 | 101% |
| Returns for 10 years | 26.32 | -2.53 | -1,042% |
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