Interact to see
Advertisement
Advertisement
HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.75
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
HBLCX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLCX 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 HBLCX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WHGIX (547M). WHGIX pays higher dividends than HBLCX: WHGIX (3.63) 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 : 8.12 vs. HBLCX (1.35). WHGIX return over 5 years is better than : 15.11 vs. HBLCX (11.49).
| 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 | 8.089 | 9.383 | 86% |
| Front Load | N/A | 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 | 2.58 | 3.63 | 71% |
| Returns for 1 year | 1.35 | 8.12 | 17% |
| Returns for 3 years | 21.22 | 38.59 | 55% |
| Returns for 5 years | 11.49 | 15.11 | 76% |
| Returns for 10 years | 35.29 | 16.72 | 211% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPVM | 64.11 | 0.29 | +0.45% |
| Invesco S&P 500 Value with Momentum ETF | |||
| PWB | 126.34 | 0.24 | +0.19% |
| Invesco Large Cap Growth ETF | |||
| DVDN | 20.11 | 0.02 | +0.09% |
| Kingsbarn Dividend Opportunity ETF | |||
| AGGH | 20.94 | N/A | -0.02% |
| Simplify Aggregate Bond ETF | |||
| RDTL | 40.49 | -1.66 | -3.95% |
| GraniteShares 2x Long RDDT Daily ETF | |||