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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.75
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Instl
Price$12.51
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets534M
HBLCX vs WHGIX Comparison Chart in %
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HBLCX vs. WHGIX commentary
Sep 08, 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 HBLCX is a StrongBuy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. WHGIX (534M). WHGIX pays higher dividends than HBLCX: WHGIX (4.57) vs HBLCX (2.58). HBLCX was incepted earlier than WHGIX: HBLCX (19 years) vs WHGIX (20 years). HBLCX (1.64) is less costly to investors than WHGIX (0.84). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLCX has a lower initial minimum investment than WHGIX: HBLCX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 8.88 vs. HBLCX (2.71). WHGIX return over 5 years is better than : 14.49 vs. HBLCX (12.09).
| HBLCX | WHGIX | HBLCX / WHGIX | |
| Total Expense Ratio | 1.64 | 0.84 | 195% |
| Annual Report Gross Expense Ratio | 1.64 | 0.84 | 195% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 7.624 | 7.206 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 2.58 | 4.57 | 57% |
| Returns for 1 year | 2.71 | 8.88 | 30% |
| Returns for 3 years | 15.89 | 30.69 | 52% |
| Returns for 5 years | 12.09 | 14.49 | 83% |
| Returns for 10 years | 37.68 | 16.66 | 226% |
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