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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Westwood Income Opportunity A
Price$13.27
Change+$0.55 (+4.32%)
VolumeN/A
Net Assets594.08M
HBLAX vs WWIAX Comparison Chart in %
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HBLAX vs. WWIAX commentary
Feb 04, 2026
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 HBLAX is a StrongBuy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. WWIAX (594M). WWIAX (3.22) and HBLAX (3.21) have matching dividends . HBLAX was incepted earlier than WWIAX: HBLAX (20 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. WWIAX (67.00). HBLAX initial investment is less costly to investors than WWIAX (3%) vs WWIAX (3%). WWIAX has a lower initial minimum investment than HBLAX: WWIAX (1000) vs HBLAX (2000). WWIAX IRA initial investment is lower compared to HBLAX: WWIAX (5000) vs HBLAX (2000). WWIAX annual gain was more profitable for investors over the last year : 12.16 vs. HBLAX (6.08). WWIAX return over 5 years is better than : 16.29 vs. HBLAX (11.02).
| HBLAX | WWIAX | HBLAX / WWIAX | |
| Total Expense Ratio | 0.89 | 1.01 | 88% |
| Annual Report Gross Expense Ratio | 0.89 | 1.01 | 88% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 2.062 | 2.802 | 74% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.6B | 594M | 1,953% |
| Annual Yield % from dividends | 3.21 | 3.22 | 100% |
| Returns for 1 year | 6.08 | 12.16 | 50% |
| Returns for 3 years | 15.65 | 30.34 | 52% |
| Returns for 5 years | 11.02 | 16.29 | 68% |
| Returns for 10 years | 51.80 | 25.06 | 207% |
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