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HBLIX vs WHGIX
HBLIX vs WHGIX Comparison
Open Charts HBLIX vs WHGIX
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Instl
Price$12.51
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets534M
HBLIX vs WHGIX Comparison Chart in %
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HBLIX vs. WHGIX commentary
Sep 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 StrongBuy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. WHGIX (534M). WHGIX pays higher dividends than HBLIX: WHGIX (4.57) vs HBLIX (3.50). 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 : 8.88 vs. HBLIX (3.79). HBLIX return over 5 years is better than : 17.70 vs. WHGIX (14.49).
| 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 | 8.319 | 7.206 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 3.50 | 4.57 | 77% |
| Returns for 1 year | 3.79 | 8.88 | 43% |
| Returns for 3 years | 19.52 | 30.69 | 64% |
| Returns for 5 years | 17.70 | 14.49 | 122% |
| Returns for 10 years | 50.56 | 16.66 | 304% |
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