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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.31
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets11.79B
Westwood Income Opportunity Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
HBLCX vs WHGIX Comparison Chart
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HBLCX vs. WHGIX commentary
Jun 15, 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 Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WHGIX (519M). WHGIX pays higher dividends than HBLCX: WHGIX (4.35) vs HBLCX (2.65). 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 : 6.81 vs. HBLCX (3.54). WHGIX return over 5 years is better than : 14.72 vs. HBLCX (11.89).
| 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 | 3.515 | 1.342 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 519M | 2,274% |
| Annual Yield % from dividends | 2.65 | 4.35 | 61% |
| Returns for 1 year | 3.54 | 6.81 | 52% |
| Returns for 3 years | 13.04 | 24.63 | 53% |
| Returns for 5 years | 11.89 | 14.72 | 81% |
| Returns for 10 years | 27.67 | 5.62 | 492% |
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