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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Westwood Income Opportunity A
Price$12.76
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets545.39M
HBLSX vs WWIAX Comparison Chart in %
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HBLSX vs. WWIAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WWIAX (545M). WWIAX pays higher dividends than HBLSX: WWIAX (3.48) vs HBLSX (3.18). 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 : 9.64 vs. HBLSX (3.31). HBLSX return over 5 years is better than : 16.30 vs. WWIAX (14.94).
| 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 | 9.028 | 9.686 | 93% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 545M | 2,183% |
| Annual Yield % from dividends | 3.18 | 3.48 | 91% |
| Returns for 1 year | 3.31 | 9.64 | 34% |
| Returns for 3 years | 24.78 | 38.73 | 64% |
| Returns for 5 years | 16.30 | 14.94 | 109% |
| Returns for 10 years | 45.99 | 14.84 | 310% |
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