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HBLRX vs WWIAX
HBLRX vs WWIAX Comparison
Open Charts HBLRX vs WWIAX
Hartford Balanced Income R3
Price$15.04
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets11.76B
Westwood Income Opportunity A
Price$12.70
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets539.17M
HBLRX vs WWIAX Comparison Chart in %
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HBLRX vs. WWIAX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. WWIAX (539M). WWIAX pays higher dividends than HBLRX: WWIAX (4.39) vs HBLRX (2.88). HBLRX was incepted earlier than WWIAX: HBLRX (15 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 : 8.27 vs. HBLRX (1.57). WWIAX return over 5 years is better than : 17.17 vs. HBLRX (16.28).
| HBLRX | WWIAX | HBLRX / WWIAX | |
| Total Expense Ratio | 1.28 | 1.01 | 127% |
| Annual Report Gross Expense Ratio | 1.28 | 1.01 | 127% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 7.852 | 8.808 | 89% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 539M | 2,189% |
| Annual Yield % from dividends | 2.88 | 4.39 | 66% |
| Returns for 1 year | 1.57 | 8.27 | 19% |
| Returns for 3 years | 23.82 | 38.89 | 61% |
| Returns for 5 years | 16.28 | 17.17 | 95% |
| Returns for 10 years | 45.68 | 19.82 | 230% |
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