Interact to see
Advertisement
Advertisement
HBLIX vs WHGIX
HBLIX vs WHGIX Comparison
Open Charts HBLIX vs WHGIX
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Instl
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLIX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. WHGIX commentary
Jul 28, 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: 11.9B vs. WHGIX (535M). 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 : 9.36 vs. HBLIX (5.35). HBLIX return over 5 years is better than : 16.45 vs. WHGIX (14.23).
| 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 | 6.667 | 5.084 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.58 | 4.27 | 84% |
| Returns for 1 year | 5.35 | 9.36 | 57% |
| Returns for 3 years | 15.49 | 26.12 | 59% |
| Returns for 5 years | 16.45 | 14.23 | 116% |
| Returns for 10 years | 44.81 | 10.42 | 430% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers