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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets531.29M
HBLYX vs WHGIX Comparison Chart in %
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HBLYX vs. WHGIX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. WHGIX (531M). WHGIX pays higher dividends than HBLYX: WHGIX (4.27) vs HBLYX (3.51). 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 : 8.93 vs. HBLYX (6.98). HBLYX return over 5 years is better than : 19.46 vs. WHGIX (16.85).
| 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 | 20 years | - |
| Gain YTD | 6.278 | 4.316 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 531M | 2,260% |
| Annual Yield % from dividends | 3.51 | 4.27 | 82% |
| Returns for 1 year | 6.98 | 8.93 | 78% |
| Returns for 3 years | 17.09 | 26.59 | 64% |
| Returns for 5 years | 19.46 | 16.85 | 115% |
| Returns for 10 years | 44.69 | 9.76 | 458% |
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