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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
Westwood Income Opportunity A
Price$11.69
Change-$0.26 (-2.18%)
VolumeN/A
Net Assets523.85M
HBLAX vs WWIAX Comparison Chart
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HBLAX vs. WWIAX commentary
Apr 04, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. WWIAX (524M). WWIAX pays higher dividends than HBLAX: WWIAX (4.21) vs HBLAX (3.37). HBLAX was incepted earlier than WWIAX: HBLAX (19 years) vs WWIAX (17 years). WWIAX (0.99) 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 : 7.22 vs. HBLAX (4.60). WWIAX (29.73) and HBLAX (28.74) have equivalent 5 years return.
| HBLAX | WWIAX | HBLAX / WWIAX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 0.99 | 90% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 3.230 | 0.966 | 334% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 12B | 524M | 2,290% |
| Annual Yield % from dividends | 3.37 | 4.21 | 80% |
| Returns for 1 year | 4.60 | 7.22 | 64% |
| Returns for 3 years | 4.33 | 8.38 | 52% |
| Returns for 5 years | 28.74 | 29.73 | 97% |
| Returns for 10 years | 34.56 | 2.46 | 1,402% |
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