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HBLYX vs WHGIX
HBLYX vs WHGIX Comparison
Open Charts HBLYX vs WHGIX
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity Instl
Price$13.06
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets579.29M
HBLYX vs WHGIX Comparison Chart in %
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HBLYX vs. WHGIX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. WHGIX (579M). WHGIX pays higher dividends than HBLYX: WHGIX (3.99) vs HBLYX (3.38). 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 : 11.44 vs. HBLYX (6.64). WHGIX return over 5 years is better than : 17.25 vs. HBLYX (11.25).
| 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 | 7.050 | 12.088 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 579M | 2,021% |
| Annual Yield % from dividends | 3.38 | 3.99 | 85% |
| Returns for 1 year | 6.64 | 11.44 | 58% |
| Returns for 3 years | 18.62 | 33.74 | 55% |
| Returns for 5 years | 11.25 | 17.25 | 65% |
| Returns for 10 years | 48.63 | 20.45 | 238% |
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