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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$15.03
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity A
Price$12.41
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.44M
HBLAX vs WWIAX Comparison Chart in %
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HBLAX vs. WWIAX commentary
Sep 01, 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 StrongBuy and WWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. WWIAX (534M). WWIAX pays higher dividends than HBLAX: WWIAX (4.39) vs HBLAX (3.28). HBLAX was incepted earlier than WWIAX: HBLAX (19 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (57.00). HBLAX initial investment is less costly to investors than WWIAX (3%) vs WWIAX (3%). 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 : 7.46 vs. HBLAX (3.13). HBLAX return over 5 years is better than : 15.75 vs. WWIAX (11.38).
| HBLAX | WWIAX | HBLAX / WWIAX | |
| Total Expense Ratio | 0.89 | 1.01 | 88% |
| Annual Report Gross Expense Ratio | 0.89 | 1.01 | 88% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 7.838 | 6.323 | 124% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.9B | 534M | 2,228% |
| Annual Yield % from dividends | 3.28 | 4.39 | 75% |
| Returns for 1 year | 3.13 | 7.46 | 42% |
| Returns for 3 years | 16.37 | 26.94 | 61% |
| Returns for 5 years | 15.75 | 11.38 | 138% |
| Returns for 10 years | 48.99 | 14.67 | 334% |
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