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HBLIX vs WWIAX
HBLIX vs WWIAX Comparison
Open Charts HBLIX vs WWIAX
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity A
Price$12.29
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets534.84M
HBLIX vs WWIAX Comparison Chart in %
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HBLIX vs. WWIAX commentary
Jul 28, 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: 11.9B vs. WWIAX (535M). WWIAX pays higher dividends than HBLIX: WWIAX (4.11) vs HBLIX (3.58). HBLIX was incepted earlier than WWIAX: HBLIX (15 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 : 9.10 vs. HBLIX (5.35). HBLIX return over 5 years is better than : 16.45 vs. WWIAX (12.98).
| 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 | 18 years | - |
| Gain YTD | 6.667 | 4.914 | 136% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.58 | 4.11 | 87% |
| Returns for 1 year | 5.35 | 9.10 | 59% |
| Returns for 3 years | 15.49 | 25.37 | 61% |
| Returns for 5 years | 16.45 | 12.98 | 127% |
| Returns for 10 years | 44.81 | 7.78 | 576% |
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