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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity Instl
Price$12.74
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
HBLYX vs WHGIX Comparison Chart in %
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HBLYX vs. WHGIX commentary
Oct 19, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WHGIX (547M). WHGIX pays higher dividends than HBLYX: WHGIX (3.63) vs HBLYX (3.44). 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 : 8.12 vs. HBLYX (2.51). HBLYX return over 5 years is better than : 17.35 vs. WHGIX (15.11).
| 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 | 9.048 | 9.383 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 547M | 2,157% |
| Annual Yield % from dividends | 3.44 | 3.63 | 95% |
| Returns for 1 year | 2.51 | 8.12 | 31% |
| Returns for 3 years | 25.18 | 38.59 | 65% |
| Returns for 5 years | 17.35 | 15.11 | 115% |
| Returns for 10 years | 48.84 | 16.72 | 292% |
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