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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.54
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
Westwood Income Opportunity A
Price$12.31
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets533.73M
HBLAX vs WWIAX Comparison Chart
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HBLAX vs. WWIAX commentary
Jan 31, 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 HBLAX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. WWIAX (534M). WWIAX pays higher dividends than HBLAX: WWIAX (3.54) vs HBLAX (3.35). HBLAX was incepted earlier than WWIAX: HBLAX (19 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLAX (57.00). WWIAX has a lower initial minimum investment than HBLAX: WWIAX (1000) vs HBLAX (2000). WWIAX IRA initial investment is lower compared to HBLAX: WWIAX (5000) vs HBLAX (2000). WWIAX annual gain was more profitable for investors over the last year : 11.31 vs. HBLAX (5.95). WWIAX return over 5 years is better than : 11.51 vs. HBLAX (9.67).
| HBLAX | WWIAX | HBLAX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 2.116 | 2.174 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 12.1B | 534M | 2,266% |
| Annual Yield % from dividends | 3.35 | 3.54 | 95% |
| Returns for 1 year | 5.95 | 11.31 | 53% |
| Returns for 3 years | 1.44 | 8.26 | 17% |
| Returns for 5 years | 9.67 | 11.51 | 84% |
| Returns for 10 years | 34.47 | 5.07 | 680% |
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