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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
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.
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).
| 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 | 6.703 | 5.084 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.51 | 4.27 | 82% |
| Returns for 1 year | 5.38 | 9.36 | 58% |
| Returns for 3 years | 15.46 | 26.12 | 59% |
| Returns for 5 years | 16.51 | 14.23 | 116% |
| Returns for 10 years | 45.27 | 10.42 | 435% |
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