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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Westwood Income Opportunity Instl
Price$13.29
Change+$0.56 (+4.40%)
VolumeN/A
Net Assets594.08M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Feb 05, 2026
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 StrongBuy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. WHGIX (594M). WHGIX pays higher dividends than HBLAX: WHGIX (3.39) vs HBLAX (3.21). HBLAX was incepted earlier than WHGIX: HBLAX (20 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: 90.00 vs. WHGIX (67.00). 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 : 12.43 vs. HBLAX (6.08). WHGIX return over 5 years is better than : 17.52 vs. HBLAX (11.02).
| HBLAX | WHGIX | HBLAX / WHGIX | |
| Total Expense Ratio | 0.89 | 0.84 | 106% |
| Annual Report Gross Expense Ratio | 0.89 | 0.84 | 106% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 2.062 | 2.891 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 594M | 1,953% |
| Annual Yield % from dividends | 3.21 | 3.39 | 95% |
| Returns for 1 year | 6.08 | 12.43 | 49% |
| Returns for 3 years | 15.65 | 31.06 | 50% |
| Returns for 5 years | 11.02 | 17.52 | 63% |
| Returns for 10 years | 51.80 | 28.02 | 185% |
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