HBLYX
Price
$15.08
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
WHGIX
Price
$12.31
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
534.84M
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HBLYX vs WHGIX

Header iconHBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIXBanner chart's image
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Instl
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLYX vs WHGIX Comparison Chart in %
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HBLYX vs. WHGIX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WHGIX (535M). 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 : 9.36 vs. HBLYX (5.38). HBLYX return over 5 years is better than : 16.51 vs. WHGIX (14.23).
HBLYXWHGIXHBLYX / WHGIX
Total Expense Ratio0.670.8480%
Annual Report Gross Expense Ratio0.670.8480%
Fund Existence19 years20 years-
Gain YTD6.7035.084132%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B535M2,224%
Annual Yield % from dividends3.514.2782%
Returns for 1 year5.389.3658%
Returns for 3 years15.4626.1259%
Returns for 5 years16.5114.23116%
Returns for 10 years45.2710.42435%
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