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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets531.29M
HBLSX vs WHGIX Comparison Chart in %
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HBLSX vs. WHGIX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. WHGIX (531M). 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 : 8.93 vs. HBLSX (6.57). HBLSX (17.66) and WHGIX (16.85) have equivalent 5 years return.
| 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 | 6.096 | 4.316 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 531M | 2,260% |
| Annual Yield % from dividends | 3.24 | 4.27 | 76% |
| Returns for 1 year | 6.57 | 8.93 | 74% |
| Returns for 3 years | 15.97 | 26.59 | 60% |
| Returns for 5 years | 17.66 | 16.85 | 105% |
| Returns for 10 years | 40.59 | 9.76 | 416% |
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