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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$15.01
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity A
Price$12.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets529.61M
HBLYX vs WWIAX Comparison Chart in %
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HBLYX vs. WWIAX commentary
Aug 08, 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: 11.8B vs. WWIAX (530M). WWIAX pays higher dividends than HBLYX: WWIAX (4.28) vs HBLYX (3.51). 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 : 9.89 vs. HBLYX (5.32). HBLYX return over 5 years is better than : 14.36 vs. WWIAX (10.49).
| 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 | 5.995 | 4.676 | 128% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 530M | 2,226% |
| Annual Yield % from dividends | 3.51 | 4.28 | 82% |
| Returns for 1 year | 5.32 | 9.89 | 54% |
| Returns for 3 years | 12.75 | 22.08 | 58% |
| Returns for 5 years | 14.36 | 10.49 | 137% |
| Returns for 10 years | 43.24 | 7.76 | 558% |
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