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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Westwood Income Opportunity Instl
Price$12.38
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.89M
HBLCX vs WHGIX Comparison Chart in %
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HBLCX vs. WHGIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLCX: WHGIX (4.45) vs HBLCX (2.64). 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 : 8.44 vs. HBLCX (3.34). WHGIX return over 5 years is better than : 13.52 vs. HBLCX (10.72).
| 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 | 6.604 | 5.888 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 2.64 | 4.45 | 59% |
| Returns for 1 year | 3.34 | 8.44 | 40% |
| Returns for 3 years | 8.52 | 21.55 | 40% |
| Returns for 5 years | 10.72 | 13.52 | 79% |
| Returns for 10 years | 32.45 | 11.26 | 288% |
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