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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$14.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.18B
Westwood Income Opportunity A
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets535.57M
HBLSX vs WWIAX Comparison Chart
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HBLSX vs. WWIAX commentary
Mar 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 StrongBuy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.2B vs. WWIAX (536M). WWIAX pays higher dividends than HBLSX: WWIAX (3.54) vs HBLSX (3.25). HBLSX was incepted earlier than WWIAX: HBLSX (15 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLSX (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 : 11.83 vs. HBLSX (6.76). WWIAX return over 5 years is better than : 17.29 vs. HBLSX (11.67).
| HBLSX | WWIAX | HBLSX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 3.647 | 2.926 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.2B | 536M | 2,276% |
| Annual Yield % from dividends | 3.25 | 3.54 | 92% |
| Returns for 1 year | 6.76 | 11.83 | 57% |
| Returns for 3 years | 4.82 | 11.91 | 40% |
| Returns for 5 years | 11.67 | 17.29 | 67% |
| Returns for 10 years | 36.22 | 4.06 | 891% |
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