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HBLIX vs WWIAX
HBLIX vs WWIAX Comparison
Open Charts HBLIX vs WWIAX
Hartford Balanced Income I
Price$15.08
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity A
Price$12.74
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets551.87M
HBLIX vs WWIAX Comparison Chart in %
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HBLIX vs. WWIAX commentary
Nov 14, 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 HBLIX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. WWIAX (552M). WWIAX (3.64) and HBLIX (3.51) have matching dividends . HBLIX was incepted earlier than WWIAX: HBLIX (16 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (57.00). WWIAX has a lower initial minimum investment than HBLIX: WWIAX (1000) vs HBLIX (2000). WWIAX annual gain was more profitable for investors over the last year : 9.26 vs. HBLIX (3.52). HBLIX return over 5 years is better than : 14.95 vs. WWIAX (13.45).
| HBLIX | WWIAX | HBLIX / WWIAX | |
| Total Expense Ratio | 0.65 | 1.01 | 64% |
| Annual Report Gross Expense Ratio | 0.65 | 1.01 | 64% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 9.272 | 10.479 | 88% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.7B | 552M | 2,120% |
| Annual Yield % from dividends | 3.51 | 3.64 | 96% |
| Returns for 1 year | 3.52 | 9.26 | 38% |
| Returns for 3 years | 19.04 | 32.29 | 59% |
| Returns for 5 years | 14.95 | 13.45 | 111% |
| Returns for 10 years | 48.29 | 16.33 | 296% |
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