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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$15.27
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
HBLYX vs WWIAX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and WWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WWIAX (534M). WWIAX pays higher dividends than HBLYX: WWIAX (4.39) vs HBLYX (3.43). 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 : 7.46 vs. HBLYX (3.37). HBLYX return over 5 years is better than : 17.12 vs. WWIAX (11.38).
| 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 | 8.047 | 6.323 | 127% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 534M | 2,228% |
| Annual Yield % from dividends | 3.43 | 4.39 | 78% |
| Returns for 1 year | 3.37 | 7.46 | 45% |
| Returns for 3 years | 17.23 | 26.94 | 64% |
| Returns for 5 years | 17.12 | 11.38 | 150% |
| Returns for 10 years | 52.67 | 14.67 | 359% |
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