Interact to see
Advertisement
Advertisement
HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity Instl
Price$12.51
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets534M
HBLYX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. WHGIX commentary
Sep 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 HBLYX is a StrongBuy and WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. WHGIX (534M). WHGIX pays higher dividends than HBLYX: WHGIX (4.57) vs HBLYX (3.43). HBLYX was incepted earlier than WHGIX: HBLYX (19 years) vs WHGIX (20 years). WHGIX (0.84) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WHGIX (57.00). WHGIX has a lower initial minimum investment than HBLYX: WHGIX (100000) vs HBLYX (250000). WHGIX annual gain was more profitable for investors over the last year : 8.88 vs. HBLYX (3.84). HBLYX return over 5 years is better than : 17.81 vs. WHGIX (14.49).
| HBLYX | WHGIX | HBLYX / WHGIX | |
| Total Expense Ratio | 0.67 | 0.84 | 80% |
| Annual Report Gross Expense Ratio | 0.67 | 0.84 | 80% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 8.401 | 7.206 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 3.43 | 4.57 | 75% |
| Returns for 1 year | 3.84 | 8.88 | 43% |
| Returns for 3 years | 19.59 | 30.69 | 64% |
| Returns for 5 years | 17.81 | 14.49 | 123% |
| Returns for 10 years | 51.07 | 16.66 | 307% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GLQ | 7.42 | 0.01 | +0.13% |
| Clough Global Equity Fund | |||
| MODL | 44.96 | -0.10 | -0.21% |
| VictoryShares WestEnd U.S. Sector ETF | |||
| MGC | 236.06 | -0.76 | -0.32% |
| Vanguard Mega Cap ETF | |||
| MDLV | 27.60 | -0.14 | -0.50% |
| Morgan Dempsey Large Cap Value ETF | |||
| LMBO | 26.82 | -0.52 | -1.91% |
| Direxion Daily Crypto Industry Bull2XETF | |||