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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$15.11
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.88B
Westwood Income Opportunity Instl
Price$12.67
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets540.49M
HBLSX vs WHGIX Comparison Chart in %
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HBLSX vs. WHGIX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WHGIX (540M). 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 : 8.55 vs. HBLSX (2.21). WHGIX (18.13) and HBLSX (17.99) 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 | 8.235 | 8.748 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 540M | 2,204% |
| Annual Yield % from dividends | 3.17 | 4.57 | 69% |
| Returns for 1 year | 2.21 | 8.55 | 26% |
| Returns for 3 years | 24.18 | 38.60 | 63% |
| Returns for 5 years | 17.99 | 18.13 | 99% |
| Returns for 10 years | 49.35 | 22.16 | 223% |
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