Interact to see
Advertisement
Advertisement
HBLRX vs WHGIX
HBLRX vs WHGIX Comparison
Open Charts HBLRX vs WHGIX
Hartford Balanced Income R3
Price$14.82
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity Instl
Price$13.03
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets579.29M
HBLRX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. WHGIX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. WHGIX (579M). WHGIX pays higher dividends than HBLRX: WHGIX (3.99) vs HBLRX (2.85). HBLRX was incepted earlier than WHGIX: HBLRX (16 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 : 11.44 vs. HBLRX (6.06). WHGIX return over 5 years is better than : 17.25 vs. HBLRX (7.90).
| HBLRX | WHGIX | HBLRX / WHGIX | |
| Total Expense Ratio | 1.28 | 0.84 | 152% |
| Annual Report Gross Expense Ratio | 1.28 | 0.84 | 152% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 6.274 | 12.088 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 579M | 2,021% |
| Annual Yield % from dividends | 2.85 | 3.99 | 71% |
| Returns for 1 year | 6.06 | 11.44 | 53% |
| Returns for 3 years | 15.98 | 33.74 | 47% |
| Returns for 5 years | 7.90 | 17.25 | 46% |
| Returns for 10 years | 40.26 | 20.45 | 197% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| AUDGBP | 0.50 | 0.00 | +0.08% |
| Australian Dollar - United Kingdom Pound | |||
| CHFNZD | 2.17 | 0.00 | +0.03% |
| Switzerland Franc - New Zealand Dollar | |||
| EURNZD | 2.02 | 0.00 | +0.02% |
| Euro - New Zealand Dollar | |||
| JPYCAD | 0.01 | N/A | N/A |
| Japan Yen - Canadian Dollar | |||
| USDCAD | 1.37 | -0.00 | -0.10% |
| United States Dollar - Canadian Dollar | |||