Ad is loading...
HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
Westwood Income Opportunity A
Price$11.69
Change-$0.26 (-2.18%)
VolumeN/A
Net Assets523.85M
HBLYX vs WWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. WWIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. WWIAX (524M). 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 : 7.22 vs. HBLYX (4.89). HBLYX (30.28) and WWIAX (29.73) have equivalent 5 years return.
| 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 | 3.380 | 0.966 | 350% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12B | 524M | 2,290% |
| Annual Yield % from dividends | 3.53 | 4.21 | 84% |
| Returns for 1 year | 4.89 | 7.22 | 68% |
| Returns for 3 years | 5.13 | 8.38 | 61% |
| Returns for 5 years | 30.28 | 29.73 | 102% |
| Returns for 10 years | 37.93 | 2.46 | 1,539% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers