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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$14.86
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity A
Price$12.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets529.61M
HBLSX vs WWIAX Comparison Chart in %
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HBLSX vs. WWIAX commentary
Aug 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. WWIAX (530M). WWIAX pays higher dividends than HBLSX: WWIAX (4.28) 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 : 9.89 vs. HBLSX (4.98). HBLSX return over 5 years is better than : 12.67 vs. WWIAX (10.49).
| 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 | 5.810 | 4.676 | 124% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 530M | 2,226% |
| Annual Yield % from dividends | 3.24 | 4.28 | 76% |
| Returns for 1 year | 4.98 | 9.89 | 50% |
| Returns for 3 years | 11.72 | 22.08 | 53% |
| Returns for 5 years | 12.67 | 10.49 | 121% |
| Returns for 10 years | 39.28 | 7.76 | 506% |
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