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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Westwood Income Opportunity A
Price$12.14
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets527.12M
HBLAX vs WWIAX Comparison Chart in %
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HBLAX vs. WWIAX commentary
Jul 17, 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: 11.8B vs. WWIAX (527M). WWIAX pays higher dividends than HBLAX: WWIAX (4.11) vs HBLAX (3.35). 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 : 5.53 vs. HBLAX (2.35). HBLAX return over 5 years is better than : 13.88 vs. WWIAX (11.85).
| 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 | 4.752 | 3.377 | 141% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.8B | 527M | 2,239% |
| Annual Yield % from dividends | 3.35 | 4.11 | 82% |
| Returns for 1 year | 2.35 | 5.53 | 43% |
| Returns for 3 years | 14.97 | 25.02 | 60% |
| Returns for 5 years | 13.88 | 11.85 | 117% |
| Returns for 10 years | 38.26 | 5.04 | 759% |
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