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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$14.84
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
Westwood Income Opportunity Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets522.88M
HBLYX vs WHGIX Comparison Chart
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HBLYX vs. WHGIX commentary
Jun 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 StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WHGIX (523M). WHGIX pays higher dividends than HBLYX: WHGIX (4.35) vs HBLYX (3.53). 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 : 7.52 vs. HBLYX (5.30). HBLYX return over 5 years is better than : 18.11 vs. WHGIX (15.49).
| 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 | 4.642 | 2.017 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 523M | 2,275% |
| Annual Yield % from dividends | 3.53 | 4.35 | 81% |
| Returns for 1 year | 5.30 | 7.52 | 71% |
| Returns for 3 years | 17.32 | 25.46 | 68% |
| Returns for 5 years | 18.11 | 15.49 | 117% |
| Returns for 10 years | 40.85 | 6.32 | 646% |
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