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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$14.59
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.74B
Westwood Income Opportunity Instl
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets512.91M
HBLYX vs WHGIX Comparison Chart
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HBLYX 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 HBLYX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. WHGIX (513M). WHGIX pays higher dividends than HBLYX: WHGIX (4.43) vs HBLYX (3.57). HBLYX was incepted earlier than WHGIX: HBLYX (19 years) vs WHGIX (19 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 : 5.57 vs. HBLYX (3.40). HBLYX return over 5 years is better than : 21.84 vs. WHGIX (17.85).
| 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 | 19 years | - |
| Gain YTD | 2.608 | -0.432 | -604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 513M | 2,281% |
| Annual Yield % from dividends | 3.57 | 4.43 | 81% |
| Returns for 1 year | 3.40 | 5.57 | 61% |
| Returns for 3 years | 10.06 | 16.92 | 59% |
| Returns for 5 years | 21.84 | 17.85 | 122% |
| Returns for 10 years | 35.82 | 2.45 | 1,463% |
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