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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$14.92
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets12.18B
Westwood Income Opportunity A
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets535.57M
HBLYX vs WWIAX Comparison Chart
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HBLYX vs. WWIAX commentary
Mar 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 StrongBuy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.2B vs. WWIAX (536M). 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 : 11.83 vs. HBLYX (7.15). WWIAX return over 5 years is better than : 17.29 vs. HBLYX (13.25).
| 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 | 3.753 | 2.926 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.2B | 536M | 2,276% |
| Annual Yield % from dividends | 3.51 | 3.54 | 99% |
| Returns for 1 year | 7.15 | 11.83 | 60% |
| Returns for 3 years | 5.84 | 11.91 | 49% |
| Returns for 5 years | 13.25 | 17.29 | 77% |
| Returns for 10 years | 40.18 | 4.06 | 989% |
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