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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Westwood Income Opportunity A
Price$11.95
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets516.94M
HBLAX vs WWIAX Comparison Chart
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HBLAX vs. WWIAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. WWIAX (517M). 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 (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 : 6.13 vs. HBLAX (3.59). HBLAX return over 5 years is better than : 12.06 vs. WWIAX (10.73).
| 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 | 17 years | - |
| Gain YTD | 3.230 | 0.713 | 453% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.7B | 517M | 2,263% |
| Annual Yield % from dividends | 3.37 | 4.21 | 80% |
| Returns for 1 year | 3.59 | 6.13 | 58% |
| Returns for 3 years | 7.47 | 14.73 | 51% |
| Returns for 5 years | 12.06 | 10.73 | 112% |
| Returns for 10 years | 36.36 | 3.12 | 1,167% |
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