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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.09
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets11.5B
Westwood Income Opportunity A
Price$11.48
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets496.07M
HBLAX vs WWIAX Comparison Chart
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HBLAX vs. WWIAX commentary
Apr 24, 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: 11.5B vs. WWIAX (496M). 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 : 3.99 vs. HBLAX (2.56). HBLAX return over 5 years is better than : 15.78 vs. WWIAX (12.69).
| 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 | -0.185 | -3.681 | 5% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.5B | 496M | 2,319% |
| Annual Yield % from dividends | 3.37 | 4.21 | 80% |
| Returns for 1 year | 2.56 | 3.99 | 64% |
| Returns for 3 years | 4.27 | 8.88 | 48% |
| Returns for 5 years | 15.78 | 12.69 | 124% |
| Returns for 10 years | 28.70 | -3.04 | -944% |
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