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HBLIX vs WHGIX
HBLIX vs WHGIX Comparison
Open Charts HBLIX vs WHGIX
Hartford Balanced Income I
Price$14.61
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Westwood Income Opportunity Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
HBLIX vs WHGIX Comparison Chart
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HBLIX 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 HBLIX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. WHGIX (519M). WHGIX pays higher dividends than HBLIX: WHGIX (4.35) vs HBLIX (3.60). 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 : 6.81 vs. HBLIX (4.69). HBLIX return over 5 years is better than : 17.43 vs. WHGIX (14.72).
| 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 | 4.002 | 1.342 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 519M | 2,274% |
| Annual Yield % from dividends | 3.60 | 4.35 | 83% |
| Returns for 1 year | 4.69 | 6.81 | 69% |
| Returns for 3 years | 16.66 | 24.63 | 68% |
| Returns for 5 years | 17.43 | 14.72 | 118% |
| Returns for 10 years | 39.57 | 5.62 | 704% |
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