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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity Instl
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
HBLSX vs WHGIX Comparison Chart in %
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HBLSX vs. WHGIX commentary
Oct 19, 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 HBLSX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. WHGIX (547M). WHGIX pays higher dividends than HBLSX: WHGIX (3.63) vs HBLSX (3.18). HBLSX was incepted earlier than WHGIX: HBLSX (15 years) vs WHGIX (20 years). HBLSX (0.96) is less costly to investors than WHGIX (0.84). HBLSX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLSX has a lower initial minimum investment than WHGIX: HBLSX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 8.12 vs. HBLSX (2.09). HBLSX (15.53) and WHGIX (15.11) have equivalent 5 years return.
| HBLSX | WHGIX | HBLSX / WHGIX | |
| Total Expense Ratio | 0.96 | 0.84 | 114% |
| Annual Report Gross Expense Ratio | 0.96 | 0.84 | 114% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 8.741 | 9.383 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 547M | 2,157% |
| Annual Yield % from dividends | 3.18 | 3.63 | 88% |
| Returns for 1 year | 2.09 | 8.12 | 26% |
| Returns for 3 years | 23.89 | 38.59 | 62% |
| Returns for 5 years | 15.53 | 15.11 | 103% |
| Returns for 10 years | 44.51 | 16.72 | 266% |
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