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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Westwood Income Opportunity Instl
Price$13.29
Change+$0.56 (+4.40%)
VolumeN/A
Net Assets594.08M
HBLYX vs WHGIX Comparison Chart in %
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HBLYX vs. WHGIX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. WHGIX (594M). WHGIX (3.39) and HBLYX (3.36) have matching dividends . HBLYX was incepted earlier than WHGIX: HBLYX (20 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: 90.00 vs. WHGIX (67.00). 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 : 12.43 vs. HBLYX (6.41). WHGIX return over 5 years is better than : 17.52 vs. HBLYX (12.44).
| HBLYX | WHGIX | HBLYX / WHGIX | |
| Total Expense Ratio | 0.67 | 0.84 | 80% |
| Annual Report Gross Expense Ratio | 0.67 | 0.84 | 80% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 2.096 | 2.891 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 594M | 1,953% |
| Annual Yield % from dividends | 3.36 | 3.39 | 99% |
| Returns for 1 year | 6.41 | 12.43 | 52% |
| Returns for 3 years | 16.50 | 31.06 | 53% |
| Returns for 5 years | 12.44 | 17.52 | 71% |
| Returns for 10 years | 55.68 | 28.02 | 199% |
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