Interact to see
Advertisement
Advertisement
HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity Instl
Price$12.51
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets535.55M
HBLYX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. WHGIX commentary
Sep 06, 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 StrongBuy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WHGIX (536M). WHGIX pays higher dividends than HBLYX: WHGIX (4.57) vs HBLYX (3.43). 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 : 8.53 vs. HBLYX (3.64). HBLYX return over 5 years is better than : 17.58 vs. WHGIX (14.13).
| 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 | 8.189 | 6.863 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 536M | 2,220% |
| Annual Yield % from dividends | 3.43 | 4.57 | 75% |
| Returns for 1 year | 3.64 | 8.53 | 43% |
| Returns for 3 years | 19.36 | 30.28 | 64% |
| Returns for 5 years | 17.58 | 14.13 | 124% |
| Returns for 10 years | 50.77 | 16.28 | 312% |
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 % |
| LFAV | 86.52 | N/A | N/A |
| LifeX 2059 Longevity Income ETF | |||
| COWS | 32.01 | -0.09 | -0.27% |
| Amplify Cash Flow Dividend Leaders ETF | |||
| NAZ | 11.82 | -0.04 | -0.31% |
| Nuveen Arizona Quality Municipal Income Fund | |||
| CHW | 7.25 | -0.03 | -0.41% |
| Calamos Global Dynamic Income Fund | |||
| FBCG | 51.37 | -0.30 | -0.58% |
| Fidelity Blue Chip Growth ETF | |||