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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
Westwood Income Opportunity A
Price$11.95
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets516.94M
HBLYX vs WWIAX Comparison Chart
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HBLYX vs. WWIAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. WWIAX (517M). WWIAX pays higher dividends than HBLYX: WWIAX (4.21) vs HBLYX (3.53). HBLYX was incepted earlier than WWIAX: HBLYX (19 years) vs WWIAX (17 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 : 6.13 vs. HBLYX (3.82). HBLYX return over 5 years is better than : 13.34 vs. WWIAX (10.73).
| 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 | 17 years | - |
| Gain YTD | 3.380 | 0.713 | 474% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.7B | 517M | 2,263% |
| Annual Yield % from dividends | 3.53 | 4.21 | 84% |
| Returns for 1 year | 3.82 | 6.13 | 62% |
| Returns for 3 years | 8.25 | 14.73 | 56% |
| Returns for 5 years | 13.34 | 10.73 | 124% |
| Returns for 10 years | 39.66 | 3.12 | 1,273% |
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