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HBLIX vs WHGIX
HBLIX vs WHGIX Comparison
Open Charts HBLIX vs WHGIX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity Instl
Price$12.75
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets556.39M
HBLIX vs WHGIX Comparison Chart in %
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HBLIX vs. WHGIX commentary
Nov 14, 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 HBLIX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. WHGIX (556M). WHGIX pays higher dividends than HBLIX: WHGIX (3.81) vs HBLIX (3.51). HBLIX was incepted earlier than WHGIX: HBLIX (16 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLIX has a lower initial minimum investment than WHGIX: HBLIX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 9.35 vs. HBLIX (3.94). HBLIX return over 5 years is better than : 15.56 vs. WHGIX (14.52).
| HBLIX | WHGIX | HBLIX / WHGIX | |
| Total Expense Ratio | 0.65 | 0.84 | 77% |
| Annual Report Gross Expense Ratio | 0.65 | 0.84 | 77% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 9.852 | 10.626 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 556M | 2,104% |
| Annual Yield % from dividends | 3.51 | 3.81 | 92% |
| Returns for 1 year | 3.94 | 9.35 | 42% |
| Returns for 3 years | 19.42 | 32.84 | 59% |
| Returns for 5 years | 15.56 | 14.52 | 107% |
| Returns for 10 years | 50.09 | 19.05 | 263% |
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