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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity Instl
Price$12.75
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets556.39M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Nov 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 HBLAX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. WHGIX (556M). WHGIX pays higher dividends than HBLAX: WHGIX (3.81) vs HBLAX (3.29). HBLAX was incepted earlier than WHGIX: HBLAX (19 years) vs WHGIX (20 years). HBLAX (0.89) is less costly to investors than WHGIX (0.84). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLAX has a lower initial minimum investment than WHGIX: HBLAX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 9.35 vs. HBLAX (3.69). WHGIX (14.52) and HBLAX (14.22) have equivalent 5 years return.
| HBLAX | WHGIX | HBLAX / WHGIX | |
| Total Expense Ratio | 0.89 | 0.84 | 106% |
| Annual Report Gross Expense Ratio | 0.89 | 0.84 | 106% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 9.591 | 10.626 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 556M | 2,104% |
| Annual Yield % from dividends | 3.29 | 3.81 | 86% |
| Returns for 1 year | 3.69 | 9.35 | 39% |
| Returns for 3 years | 18.49 | 32.84 | 56% |
| Returns for 5 years | 14.22 | 14.52 | 98% |
| Returns for 10 years | 46.92 | 19.05 | 246% |
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