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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.05
Change-$0.22 (-1.79%)
VolumeN/A
CapitalizationN/A
HBLSX vs WWIAX Comparison Chart
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HBLSX vs. WWIAX commentary
Dec 19, 2024
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 HBLSX is a Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. WWIAX (533M). WWIAX pays higher dividends than HBLSX: WWIAX (3.54) vs HBLSX (3.25). HBLSX was incepted earlier than WWIAX: HBLSX (15 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLSX (57.00). HBLSX has a lower initial minimum investment than WWIAX: HBLSX (0) vs WWIAX (1000). WWIAX annual gain was more profitable for investors over the last year : 11.70 vs. HBLSX (8.72). HBLSX return over 5 years is better than : 13.56 vs. WWIAX (11.86).
| HBLSX | WWIAX | HBLSX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 7.612 | 10.608 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 533M | 2,214% |
| Annual Yield % from dividends | 3.25 | 3.54 | 92% |
| Returns for 1 year | 8.72 | 11.70 | 75% |
| Returns for 3 years | 3.55 | 6.82 | 52% |
| Returns for 5 years | 13.56 | 11.86 | 114% |
| Returns for 10 years | 37.62 | 2.88 | 1,305% |
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