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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
Westwood Income Opportunity A
Price$12.31
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets533.73M
HBLSX vs WWIAX Comparison Chart
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HBLSX vs. WWIAX commentary
Jan 31, 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 HBLSX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. WWIAX (534M). 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 : 11.31 vs. HBLSX (5.91). WWIAX return over 5 years is better than : 11.51 vs. HBLSX (9.42).
| 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 | 2.174 | 2.174 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.1B | 534M | 2,266% |
| Annual Yield % from dividends | 3.25 | 3.54 | 92% |
| Returns for 1 year | 5.91 | 11.31 | 52% |
| Returns for 3 years | 1.24 | 8.26 | 15% |
| Returns for 5 years | 9.42 | 11.51 | 82% |
| Returns for 10 years | 33.99 | 5.07 | 670% |
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