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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$15.32
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
HBLYX vs WWIAX Comparison Chart in %
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HBLYX 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 HBLYX is a Hold and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WWIAX (545M). WWIAX (3.48) and HBLYX (3.44) have matching dividends . HBLYX was incepted earlier than WWIAX: HBLYX (19 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (57.00). WWIAX has a lower initial minimum investment than HBLYX: WWIAX (1000) vs HBLYX (250000). WWIAX annual gain was more profitable for investors over the last year : 9.64 vs. HBLYX (3.59). HBLYX return over 5 years is better than : 18.12 vs. WWIAX (14.94).
| HBLYX | WWIAX | HBLYX / WWIAX | |
| Total Expense Ratio | 0.67 | 1.01 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.01 | 66% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 9.262 | 9.686 | 96% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 545M | 2,183% |
| Annual Yield % from dividends | 3.44 | 3.48 | 99% |
| Returns for 1 year | 3.59 | 9.64 | 37% |
| Returns for 3 years | 25.89 | 38.73 | 67% |
| Returns for 5 years | 18.12 | 14.94 | 121% |
| Returns for 10 years | 50.25 | 14.84 | 339% |
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