HBLTX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
WHGIX
Price
$12.25
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
532.41M
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HBLTX vs WHGIX

Header iconHBLTX vs WHGIX Comparison
Open Charts HBLTX vs WHGIXBanner chart's image
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Instl
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets532.41M
HBLTX vs WHGIX Comparison Chart in %
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HBLTX vs. WHGIX commentary
Jul 08, 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.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. WHGIX (532M). 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 : 9.20 vs. HBLTX (6.97). HBLTX return over 5 years is better than : 19.41 vs. WHGIX (17.14).
HBLTXWHGIXHBLTX / WHGIX
Total Expense Ratio0.660.8479%
Annual Report Gross Expense Ratio0.660.8479%
Fund Existence15 years20 years-
Gain YTD6.2534.572137%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B532M2,256%
Annual Yield % from dividends3.544.2783%
Returns for 1 year6.979.2076%
Returns for 3 years17.0226.9063%
Returns for 5 years19.4117.14113%
Returns for 10 years44.2010.03441%
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