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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$14.31
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets11.5B
Westwood Income Opportunity A
Price$11.48
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets496.07M
HBLYX vs WWIAX Comparison Chart
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HBLYX vs. WWIAX commentary
Apr 24, 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: 11.5B vs. WWIAX (496M). 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 (0.99) 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 : 3.99 vs. HBLYX (2.81). HBLYX return over 5 years is better than : 17.15 vs. WWIAX (12.69).
| HBLYX | WWIAX | HBLYX / WWIAX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 0.99 | 68% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | -0.057 | -3.681 | 2% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.5B | 496M | 2,319% |
| Annual Yield % from dividends | 3.53 | 4.21 | 84% |
| Returns for 1 year | 2.81 | 3.99 | 71% |
| Returns for 3 years | 5.00 | 8.88 | 56% |
| Returns for 5 years | 17.15 | 12.69 | 135% |
| Returns for 10 years | 31.91 | -3.04 | -1,050% |
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