HBLSX
Price
$14.93
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
WHGIX
Price
$12.31
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
534.84M
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HBLSX vs WHGIX

Header iconHBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIXBanner chart's image
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Instl
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLSX vs WHGIX Comparison Chart in %
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HBLSX vs. WHGIX commentary
Jul 27, 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 Buy and WHGIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLSX: WHGIX (4.27) 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 : 9.36 vs. HBLSX (4.97). HBLSX (14.73) and WHGIX (14.23) have equivalent 5 years return.
HBLSXWHGIXHBLSX / WHGIX
Total Expense Ratio0.960.84114%
Annual Report Gross Expense Ratio0.960.84114%
Fund Existence15 years20 years-
Gain YTD6.4525.084127%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B535M2,224%
Annual Yield % from dividends3.244.2776%
Returns for 1 year4.979.3653%
Returns for 3 years14.3426.1255%
Returns for 5 years14.7314.23103%
Returns for 10 years41.1710.42395%
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