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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
Hartford Balanced Income A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity Instl
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Oct 19, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WHGIX (547M). WHGIX pays higher dividends than HBLAX: WHGIX (3.63) 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 : 8.12 vs. HBLAX (2.20). HBLAX return over 5 years is better than : 15.95 vs. WHGIX (15.11).
| 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 | 8.795 | 9.383 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 547M | 2,157% |
| Annual Yield % from dividends | 3.29 | 3.63 | 90% |
| Returns for 1 year | 2.20 | 8.12 | 27% |
| Returns for 3 years | 24.19 | 38.59 | 63% |
| Returns for 5 years | 15.95 | 15.11 | 106% |
| Returns for 10 years | 45.19 | 16.72 | 270% |
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