Interact to see
Advertisement
Advertisement
HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Westwood Income Opportunity Instl
Price$12.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets548.82M
HBLYX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. WHGIX commentary
Nov 20, 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 HBLYX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. WHGIX (549M). WHGIX pays higher dividends than HBLYX: WHGIX (3.81) vs HBLYX (3.44). HBLYX was incepted earlier than WHGIX: HBLYX (19 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). WHGIX has a lower initial minimum investment than HBLYX: WHGIX (100000) vs HBLYX (250000). WHGIX annual gain was more profitable for investors over the last year : 7.92 vs. HBLYX (3.31). HBLYX return over 5 years is better than : 13.89 vs. WHGIX (12.66).
| HBLYX | WHGIX | HBLYX / WHGIX | |
| Total Expense Ratio | 0.67 | 0.84 | 80% |
| Annual Report Gross Expense Ratio | 0.67 | 0.84 | 80% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 8.691 | 8.905 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 549M | 2,113% |
| Annual Yield % from dividends | 3.44 | 3.81 | 90% |
| Returns for 1 year | 3.31 | 7.92 | 42% |
| Returns for 3 years | 17.36 | 30.53 | 57% |
| Returns for 5 years | 13.89 | 12.66 | 110% |
| Returns for 10 years | 46.70 | 15.80 | 296% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVL | 57.95 | 4.30 | +8.01% |
| Direxion Daily AVGO Bull 2X Shares | |||
| FRTY | 20.32 | 0.16 | +0.82% |
| Alger Mid Cap 40 ETF | |||
| TDIV | 94.30 | 0.42 | +0.45% |
| First Trust NASDAQ Technology Div ETF | |||
| PJFM | 58.85 | N/A | N/A |
| PGIM Jennison Focused Mid-Cap ETF | |||
| ETB | 14.80 | -0.03 | -0.20% |
| Eaton Vance Tax-Managed Buy-Write Income Fund | |||