Interact to see
Advertisement
Advertisement
HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.99
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
Westwood Income Opportunity A
Price$12.64
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets549.99M
HBLAX vs WWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. WWIAX commentary
Nov 19, 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: 11.6B vs. WWIAX (550M). WWIAX pays higher dividends than HBLAX: WWIAX (3.64) vs HBLAX (3.29). 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 : 8.08 vs. HBLAX (2.80). HBLAX (12.35) and WWIAX (11.78) have equivalent 5 years return.
| 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 | 8.289 | 9.017 | 92% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.6B | 550M | 2,109% |
| Annual Yield % from dividends | 3.29 | 3.64 | 90% |
| Returns for 1 year | 2.80 | 8.08 | 35% |
| Returns for 3 years | 16.34 | 30.30 | 54% |
| Returns for 5 years | 12.35 | 11.78 | 105% |
| Returns for 10 years | 43.01 | 13.42 | 320% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers