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HBLVX vs WHGIX
HBLVX vs WHGIX Comparison
Open Charts HBLVX vs WHGIX
Hartford Balanced Income R6
Price$14.91
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.82B
Westwood Income Opportunity Instl
Price$12.20
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets530.92M
HBLVX vs WHGIX Comparison Chart in %
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HBLVX vs. WHGIX commentary
Jul 21, 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 HBLVX is a StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. WHGIX (531M). WHGIX pays higher dividends than HBLVX: WHGIX (4.27) vs HBLVX (3.61). HBLVX was incepted earlier than WHGIX: HBLVX (11 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLVX has a lower initial minimum investment than WHGIX: HBLVX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 7.29 vs. HBLVX (3.47). HBLVX return over 5 years is better than : 16.50 vs. WHGIX (13.74).
| HBLVX | WHGIX | HBLVX / WHGIX | |
| Total Expense Ratio | 0.56 | 0.84 | 67% |
| Annual Report Gross Expense Ratio | 0.56 | 0.84 | 67% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 5.553 | 4.145 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 531M | 2,222% |
| Annual Yield % from dividends | 3.61 | 4.27 | 85% |
| Returns for 1 year | 3.47 | 7.29 | 48% |
| Returns for 3 years | 16.06 | 25.45 | 63% |
| Returns for 5 years | 16.50 | 13.74 | 120% |
| Returns for 10 years | 43.86 | 8.68 | 505% |
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