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HBLRX vs WHGIX
HBLRX vs WHGIX Comparison
Open Charts HBLRX vs WHGIX
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Westwood Income Opportunity Instl
Price$12.38
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.89M
HBLRX vs WHGIX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLRX: WHGIX (4.45) vs HBLRX (2.94). 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 : 8.44 vs. HBLRX (3.79). WHGIX (13.52) and HBLRX (13.07) 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 | 6.869 | 5.888 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 2.94 | 4.45 | 66% |
| Returns for 1 year | 3.79 | 8.44 | 45% |
| Returns for 3 years | 9.90 | 21.55 | 46% |
| Returns for 5 years | 13.07 | 13.52 | 97% |
| Returns for 10 years | 37.76 | 11.26 | 335% |
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