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HBLIX vs WWIAX
HBLIX vs WWIAX Comparison
Open Charts HBLIX vs WWIAX
Hartford Balanced Income I
Price$14.96
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity A
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets531.58M
HBLIX vs WWIAX Comparison Chart in %
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HBLIX vs. WWIAX commentary
Aug 20, 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 StrongBuy and WWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. WWIAX (532M). WWIAX pays higher dividends than HBLIX: WWIAX (4.28) 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 : 7.02 vs. HBLIX (3.86). HBLIX return over 5 years is better than : 17.16 vs. WWIAX (11.47).
| 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 | 7.457 | 5.360 | 139% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 532M | 2,237% |
| Annual Yield % from dividends | 3.58 | 4.28 | 84% |
| Returns for 1 year | 3.86 | 7.02 | 55% |
| Returns for 3 years | 13.42 | 22.12 | 61% |
| Returns for 5 years | 17.16 | 11.47 | 150% |
| Returns for 10 years | 48.68 | 11.62 | 419% |
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