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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$14.88
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Westwood Income Opportunity A
Price$12.14
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets527.12M
HBLYX vs WWIAX Comparison Chart in %
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HBLYX vs. WWIAX commentary
Jul 17, 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 (527M). WWIAX pays higher dividends than HBLYX: WWIAX (4.11) 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 : 5.53 vs. HBLYX (2.67). HBLYX return over 5 years is better than : 15.26 vs. WWIAX (11.85).
| 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 | 4.934 | 3.377 | 146% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 527M | 2,239% |
| Annual Yield % from dividends | 3.51 | 4.11 | 85% |
| Returns for 1 year | 2.67 | 5.53 | 48% |
| Returns for 3 years | 15.85 | 25.02 | 63% |
| Returns for 5 years | 15.26 | 11.85 | 129% |
| Returns for 10 years | 41.70 | 5.04 | 827% |
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