HBLSX
Price
$14.18
Change
+$0.06 (+0.42%)
Updated
Apr 23 closing price
Net Assets
11.5B
WWIAX
Price
$11.48
Change
+$0.08 (+0.70%)
Updated
Apr 23 closing price
Net Assets
496.07M
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HBLSX vs WWIAX

Header iconHBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAXBanner chart's image
Hartford Balanced Income R4
Price$14.18
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets11.5B
Westwood Income Opportunity A
Price$11.48
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets496.07M
HBLSX vs WWIAX Comparison Chart
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HBLSX vs. WWIAX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. WWIAX (496M). 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 : 3.99 vs. HBLSX (2.53). HBLSX return over 5 years is better than : 15.48 vs. WWIAX (12.69).
HBLSXWWIAXHBLSX / WWIAX
Total Expense Ratio0.960.9997%
Annual Report Gross Expense Ratio0.960.9997%
Fund Existence15 years17 years-
Gain YTD-0.144-3.6814%
Front LoadN/A3%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/A5000-
Net Assets11.5B496M2,319%
Annual Yield % from dividends3.264.2178%
Returns for 1 year2.533.9963%
Returns for 3 years4.048.8846%
Returns for 5 years15.4812.69122%
Returns for 10 years28.22-3.04-928%
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