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HBLVX vs WHGIX
HBLVX vs WHGIX Comparison
Open Charts HBLVX vs WHGIX
Hartford Balanced Income R6
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets11.69B
Westwood Income Opportunity Instl
Price$12.92
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets561.57M
HBLVX vs WHGIX Comparison Chart in %
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HBLVX vs. WHGIX commentary
Dec 04, 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 HBLVX is a Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. WHGIX (562M). WHGIX pays higher dividends than HBLVX: WHGIX (3.99) vs HBLVX (3.48). HBLVX was incepted earlier than WHGIX: HBLVX (11 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). HBLVX has a lower initial minimum investment than WHGIX: HBLVX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 7.83 vs. HBLVX (3.03). HBLVX return over 5 years is better than : 14.48 vs. WHGIX (13.13).
| HBLVX | WHGIX | HBLVX / WHGIX | |
| Total Expense Ratio | 0.56 | 0.84 | 67% |
| Annual Report Gross Expense Ratio | 0.56 | 0.84 | 67% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 10.205 | 11.228 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 562M | 2,082% |
| Annual Yield % from dividends | 3.48 | 3.99 | 87% |
| Returns for 1 year | 3.03 | 7.83 | 39% |
| Returns for 3 years | 16.01 | 29.64 | 54% |
| Returns for 5 years | 14.48 | 13.13 | 110% |
| Returns for 10 years | 49.92 | 19.53 | 256% |
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