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HBLTX vs WHGIX
HBLTX vs WHGIX Comparison
Open Charts HBLTX vs WHGIX
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity Instl
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLTX vs WHGIX Comparison Chart in %
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HBLTX vs. WHGIX commentary
Jul 28, 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 HBLTX is a Buy and WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. WHGIX (535M). WHGIX pays higher dividends than HBLTX: WHGIX (4.27) vs HBLTX (3.54). HBLTX was incepted earlier than WHGIX: HBLTX (15 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLTX has a lower initial minimum investment than WHGIX: HBLTX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 9.36 vs. HBLTX (5.36). HBLTX return over 5 years is better than : 16.36 vs. WHGIX (14.23).
| HBLTX | WHGIX | HBLTX / WHGIX | |
| Total Expense Ratio | 0.66 | 0.84 | 79% |
| Annual Report Gross Expense Ratio | 0.66 | 0.84 | 79% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 6.610 | 5.084 | 130% |
| 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 | 3.54 | 4.27 | 83% |
| Returns for 1 year | 5.36 | 9.36 | 57% |
| Returns for 3 years | 15.38 | 26.12 | 59% |
| Returns for 5 years | 16.36 | 14.23 | 115% |
| Returns for 10 years | 44.79 | 10.42 | 430% |
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