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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
Westwood Income Opportunity A
Price$12.64
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets549.99M
HBLSX vs WWIAX Comparison Chart in %
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HBLSX vs. WWIAX commentary
Nov 19, 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: 11.6B vs. WWIAX (550M). WWIAX pays higher dividends than HBLSX: WWIAX (3.64) vs HBLSX (3.19). HBLSX was incepted earlier than WWIAX: HBLSX (15 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLSX (0.96). 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 : 8.08 vs. HBLSX (2.69). HBLSX (11.95) and WWIAX (11.78) have equivalent 5 years return.
| HBLSX | WWIAX | HBLSX / WWIAX | |
| Total Expense Ratio | 0.96 | 1.01 | 95% |
| Annual Report Gross Expense Ratio | 0.96 | 1.01 | 95% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 8.238 | 9.017 | 91% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.6B | 550M | 2,109% |
| Annual Yield % from dividends | 3.19 | 3.64 | 87% |
| Returns for 1 year | 2.69 | 8.08 | 33% |
| Returns for 3 years | 16.10 | 30.30 | 53% |
| Returns for 5 years | 11.95 | 11.78 | 101% |
| Returns for 10 years | 42.34 | 13.42 | 315% |
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