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HBLRX vs WWIAX
HBLRX vs WWIAX Comparison
Open Charts HBLRX vs WWIAX
Hartford Balanced Income R3
Price$15.03
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity A
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets531.58M
HBLRX vs WWIAX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and WWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. WWIAX (532M). WWIAX pays higher dividends than HBLRX: WWIAX (4.28) vs HBLRX (2.94). 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 : 7.02 vs. HBLRX (3.17). HBLRX return over 5 years is better than : 13.75 vs. WWIAX (11.47).
| 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 | 7.011 | 5.360 | 131% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 532M | 2,237% |
| Annual Yield % from dividends | 2.94 | 4.28 | 69% |
| Returns for 1 year | 3.17 | 7.02 | 45% |
| Returns for 3 years | 11.31 | 22.12 | 51% |
| Returns for 5 years | 13.75 | 11.47 | 120% |
| Returns for 10 years | 41.32 | 11.62 | 356% |
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