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HBLTX vs WHGIX
HBLTX vs WHGIX Comparison
Open Charts HBLTX vs WHGIX
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity Instl
Price$12.75
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets556.39M
HBLTX vs WHGIX Comparison Chart in %
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HBLTX vs. WHGIX commentary
Nov 14, 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: 11.7B vs. WHGIX (556M). WHGIX pays higher dividends than HBLTX: WHGIX (3.81) vs HBLTX (3.47). 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 : 9.35 vs. HBLTX (3.55). HBLTX (14.94) and WHGIX (14.52) have equivalent 5 years return.
| 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 | 9.263 | 10.626 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 556M | 2,104% |
| Annual Yield % from dividends | 3.47 | 3.81 | 91% |
| Returns for 1 year | 3.55 | 9.35 | 38% |
| Returns for 3 years | 19.07 | 32.84 | 58% |
| Returns for 5 years | 14.94 | 14.52 | 103% |
| Returns for 10 years | 48.23 | 19.05 | 253% |
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