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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$14.74
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Westwood Income Opportunity A
Price$12.14
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets527.12M
HBLSX vs WWIAX Comparison Chart in %
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HBLSX vs. WWIAX commentary
Jul 17, 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: 11.8B vs. WWIAX (527M). WWIAX pays higher dividends than HBLSX: WWIAX (4.11) vs HBLSX (3.24). 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 : 5.53 vs. HBLSX (2.31). HBLSX return over 5 years is better than : 13.49 vs. WWIAX (11.85).
| 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 | 4.741 | 3.377 | 140% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 527M | 2,239% |
| Annual Yield % from dividends | 3.24 | 4.11 | 79% |
| Returns for 1 year | 2.31 | 5.53 | 42% |
| Returns for 3 years | 14.73 | 25.02 | 59% |
| Returns for 5 years | 13.49 | 11.85 | 114% |
| Returns for 10 years | 37.67 | 5.04 | 747% |
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