Interact to see
Advertisement
Advertisement
HBLIX vs WWIAX
HBLIX vs WWIAX Comparison
Open Charts HBLIX vs WWIAX
Hartford Balanced Income I
Price$14.61
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Westwood Income Opportunity A
Price$11.98
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
HBLIX vs WWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. WWIAX commentary
Jun 16, 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: 11.8B vs. WWIAX (519M). WWIAX pays higher dividends than HBLIX: WWIAX (4.21) vs HBLIX (3.60). HBLIX was incepted earlier than WWIAX: HBLIX (15 years) vs WWIAX (17 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 : 6.58 vs. HBLIX (4.69). HBLIX return over 5 years is better than : 17.43 vs. WWIAX (13.53).
| HBLIX | WWIAX | HBLIX / WWIAX | |
| Total Expense Ratio | 0.65 | 1.01 | 64% |
| Annual Report Gross Expense Ratio | 0.65 | 1.01 | 64% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 4.002 | 1.220 | 328% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 519M | 2,274% |
| Annual Yield % from dividends | 3.60 | 4.21 | 86% |
| Returns for 1 year | 4.69 | 6.58 | 71% |
| Returns for 3 years | 16.66 | 23.97 | 69% |
| Returns for 5 years | 17.43 | 13.53 | 129% |
| Returns for 10 years | 39.57 | 3.14 | 1,260% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers