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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$14.45
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets11.74B
Westwood Income Opportunity Instl
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets512.91M
HBLSX vs WHGIX Comparison Chart
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HBLSX vs. WHGIX commentary
May 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 Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. WHGIX (513M). WHGIX pays higher dividends than HBLSX: WHGIX (4.43) vs HBLSX (3.30). HBLSX was incepted earlier than WHGIX: HBLSX (15 years) vs WHGIX (19 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 : 5.57 vs. HBLSX (3.05). HBLSX return over 5 years is better than : 20.06 vs. WHGIX (17.85).
| 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 | 19 years | - |
| Gain YTD | 2.473 | -0.432 | -573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 513M | 2,281% |
| Annual Yield % from dividends | 3.30 | 4.43 | 75% |
| Returns for 1 year | 3.05 | 5.57 | 55% |
| Returns for 3 years | 9.02 | 16.92 | 53% |
| Returns for 5 years | 20.06 | 17.85 | 112% |
| Returns for 10 years | 32.06 | 2.45 | 1,310% |
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