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HBLIX vs WHGIX
HBLIX vs WHGIX Comparison
Open Charts HBLIX vs WHGIX
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
Westwood Income Opportunity Instl
Price$12.38
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.89M
HBLIX vs WHGIX Comparison Chart in %
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HBLIX vs. WHGIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLIX: WHGIX (4.45) 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 : 8.44 vs. HBLIX (4.42). HBLIX return over 5 years is better than : 16.30 vs. WHGIX (13.52).
| HBLIX | WHGIX | HBLIX / WHGIX | |
| Total Expense Ratio | 0.65 | 0.84 | 77% |
| Annual Report Gross Expense Ratio | 0.65 | 0.84 | 77% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 7.241 | 5.888 | 123% |
| 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 | 4.45 | 80% |
| Returns for 1 year | 4.42 | 8.44 | 52% |
| Returns for 3 years | 11.90 | 21.55 | 55% |
| Returns for 5 years | 16.30 | 13.52 | 121% |
| Returns for 10 years | 44.94 | 11.26 | 399% |
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