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HBLIX vs WHGIX
HBLIX vs WHGIX Comparison
Open Charts HBLIX vs WHGIX
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets532.41M
HBLIX vs WHGIX Comparison Chart in %
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HBLIX vs. WHGIX commentary
Jul 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 HBLIX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. WHGIX (532M). WHGIX pays higher dividends than HBLIX: WHGIX (4.27) vs HBLIX (3.58). HBLIX was incepted earlier than WHGIX: HBLIX (15 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 : 9.20 vs. HBLIX (6.97). HBLIX return over 5 years is better than : 19.44 vs. WHGIX (17.14).
| HBLIX | WHGIX | HBLIX / WHGIX | |
| Total Expense Ratio | 0.65 | 0.84 | 77% |
| Annual Report Gross Expense Ratio | 0.65 | 0.84 | 77% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 6.236 | 4.572 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 532M | 2,256% |
| Annual Yield % from dividends | 3.58 | 4.27 | 84% |
| Returns for 1 year | 6.97 | 9.20 | 76% |
| Returns for 3 years | 17.06 | 26.90 | 63% |
| Returns for 5 years | 19.44 | 17.14 | 113% |
| Returns for 10 years | 44.23 | 10.03 | 441% |
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