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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
Westwood Income Opportunity A
Price$12.31
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets533.73M
HBLYX vs WWIAX Comparison Chart
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HBLYX vs. WWIAX commentary
Jan 31, 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 Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WWIAX (534M). WWIAX (3.54) and HBLYX (3.51) have matching dividends . HBLYX was incepted earlier than WWIAX: HBLYX (19 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLYX (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 : 11.31 vs. HBLYX (6.30). WWIAX (11.51) and HBLYX (11.00) have equivalent 5 years return.
| HBLYX | WWIAX | HBLYX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 2.224 | 2.174 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.1B | 534M | 2,266% |
| Annual Yield % from dividends | 3.51 | 3.54 | 99% |
| Returns for 1 year | 6.30 | 11.31 | 56% |
| Returns for 3 years | 2.19 | 8.26 | 26% |
| Returns for 5 years | 11.00 | 11.51 | 95% |
| Returns for 10 years | 37.81 | 5.07 | 746% |
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