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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
Westwood Income Opportunity A
Price$11.69
Change-$0.26 (-2.18%)
VolumeN/A
Net Assets523.85M
HBLSX vs WWIAX Comparison Chart
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HBLSX vs. WWIAX commentary
Apr 04, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. WWIAX (524M). WWIAX pays higher dividends than HBLSX: WWIAX (4.21) vs HBLSX (3.26). HBLSX was incepted earlier than WWIAX: HBLSX (15 years) vs WWIAX (17 years). WWIAX (0.99) and HBLSX (0.96) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (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 : 7.22 vs. HBLSX (4.55). WWIAX (29.73) and HBLSX (28.44) have equivalent 5 years return.
| HBLSX | WWIAX | HBLSX / WWIAX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 0.99 | 97% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 3.251 | 0.966 | 336% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12B | 524M | 2,290% |
| Annual Yield % from dividends | 3.26 | 4.21 | 78% |
| Returns for 1 year | 4.55 | 7.22 | 63% |
| Returns for 3 years | 4.10 | 8.38 | 49% |
| Returns for 5 years | 28.44 | 29.73 | 96% |
| Returns for 10 years | 34.03 | 2.46 | 1,381% |
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