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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Instl
Price$12.38
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.89M
HBLYX vs WHGIX Comparison Chart in %
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HBLYX vs. WHGIX commentary
Aug 16, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLYX: WHGIX (4.45) 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 : 8.44 vs. HBLYX (4.53). HBLYX return over 5 years is better than : 16.43 vs. WHGIX (13.52).
| 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 | 7.340 | 5.888 | 125% |
| 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 | 4.45 | 79% |
| Returns for 1 year | 4.53 | 8.44 | 54% |
| Returns for 3 years | 11.99 | 21.55 | 56% |
| Returns for 5 years | 16.43 | 13.52 | 122% |
| Returns for 10 years | 45.49 | 11.26 | 404% |
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