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HBLSX vs WWIAX
HBLSX vs WWIAX Comparison
Open Charts HBLSX vs WWIAX
Hartford Balanced Income R4
Price$15.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity A
Price$12.41
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.44M
HBLSX vs WWIAX Comparison Chart in %
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HBLSX vs. WWIAX commentary
Sep 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WWIAX (534M). WWIAX pays higher dividends than HBLSX: WWIAX (4.39) vs HBLSX (3.17). 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 : 7.46 vs. HBLSX (3.01). HBLSX return over 5 years is better than : 15.34 vs. WWIAX (11.38).
| 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 | 7.807 | 6.323 | 123% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 534M | 2,228% |
| Annual Yield % from dividends | 3.17 | 4.39 | 72% |
| Returns for 1 year | 3.01 | 7.46 | 40% |
| Returns for 3 years | 16.12 | 26.94 | 60% |
| Returns for 5 years | 15.34 | 11.38 | 135% |
| Returns for 10 years | 48.41 | 14.67 | 330% |
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