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HBLRX vs WWIAX
HBLRX vs WWIAX Comparison
Open Charts HBLRX vs WWIAX
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity A
Price$13.04
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets580.24M
HBLRX vs WWIAX Comparison Chart in %
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HBLRX vs. WWIAX commentary
Dec 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 HBLRX is a StrongBuy and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. WWIAX (580M). WWIAX pays higher dividends than HBLRX: WWIAX (3.81) vs HBLRX (2.85). HBLRX was incepted earlier than WWIAX: HBLRX (16 years) vs WWIAX (18 years). HBLRX (1.28) is less costly to investors than WWIAX (1.01). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (57.00). HBLRX has a lower initial minimum investment than WWIAX: HBLRX (0) vs WWIAX (1000). WWIAX annual gain was more profitable for investors over the last year : 11.33 vs. HBLRX (5.98). WWIAX return over 5 years is better than : 16.34 vs. HBLRX (7.97).
| HBLRX | WWIAX | HBLRX / WWIAX | |
| Total Expense Ratio | 1.28 | 1.01 | 127% |
| Annual Report Gross Expense Ratio | 1.28 | 1.01 | 127% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 6.346 | 12.112 | 52% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.7B | 580M | 2,017% |
| Annual Yield % from dividends | 2.85 | 3.81 | 75% |
| Returns for 1 year | 5.98 | 11.33 | 53% |
| Returns for 3 years | 16.48 | 33.88 | 49% |
| Returns for 5 years | 7.97 | 16.34 | 49% |
| Returns for 10 years | 40.60 | 17.63 | 230% |
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