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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$14.62
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
HBLSX vs WWIAX Comparison Chart
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HBLSX 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 HBLSX is a StrongBuy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. WWIAX (517M). 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 (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 : 6.13 vs. HBLSX (3.47). HBLSX return over 5 years is better than : 11.71 vs. WWIAX (10.73).
| 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 | 17 years | - |
| Gain YTD | 3.251 | 0.713 | 456% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.7B | 517M | 2,263% |
| Annual Yield % from dividends | 3.26 | 4.21 | 77% |
| Returns for 1 year | 3.47 | 6.13 | 57% |
| Returns for 3 years | 7.22 | 14.73 | 49% |
| Returns for 5 years | 11.71 | 10.73 | 109% |
| Returns for 10 years | 35.82 | 3.12 | 1,150% |
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