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HBLRX vs WHGIX
HBLRX vs WHGIX Comparison
Open Charts HBLRX vs WHGIX
Hartford Balanced Income R3
Price$15.15
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
HBLRX vs WHGIX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. WHGIX (534M). WHGIX pays higher dividends than HBLRX: WHGIX (4.57) vs HBLRX (2.88). HBLRX was incepted earlier than WHGIX: HBLRX (15 years) vs WHGIX (20 years). HBLRX (1.28) is less costly to investors than WHGIX (0.84). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLRX has a lower initial minimum investment than WHGIX: HBLRX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 8.88 vs. HBLRX (3.17). WHGIX (14.49) and HBLRX (14.35) have equivalent 5 years return.
| HBLRX | WHGIX | HBLRX / WHGIX | |
| Total Expense Ratio | 1.28 | 0.84 | 152% |
| Annual Report Gross Expense Ratio | 1.28 | 0.84 | 152% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 7.866 | 7.206 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 2.88 | 4.57 | 63% |
| Returns for 1 year | 3.17 | 8.88 | 36% |
| Returns for 3 years | 17.36 | 30.69 | 57% |
| Returns for 5 years | 14.35 | 14.49 | 99% |
| Returns for 10 years | 43.10 | 16.66 | 259% |
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