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HBLTX vs WWIAX
HBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAX
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity A
Price$12.24
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets532.41M
HBLTX vs WWIAX Comparison Chart in %
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HBLTX vs. WWIAX commentary
Jul 08, 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 HBLTX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. WWIAX (532M). WWIAX pays higher dividends than HBLTX: WWIAX (4.11) vs HBLTX (3.54). HBLTX was incepted earlier than WWIAX: HBLTX (15 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (57.00). HBLTX has a lower initial minimum investment than WWIAX: HBLTX (0) vs WWIAX (1000). WWIAX annual gain was more profitable for investors over the last year : 9.03 vs. HBLTX (6.97). HBLTX return over 5 years is better than : 19.41 vs. WWIAX (15.95).
| HBLTX | WWIAX | HBLTX / WWIAX | |
| Total Expense Ratio | 0.66 | 1.01 | 65% |
| Annual Report Gross Expense Ratio | 0.66 | 1.01 | 65% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 6.253 | 4.487 | 139% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12B | 532M | 2,256% |
| Annual Yield % from dividends | 3.54 | 4.11 | 86% |
| Returns for 1 year | 6.97 | 9.03 | 77% |
| Returns for 3 years | 17.02 | 26.24 | 65% |
| Returns for 5 years | 19.41 | 15.95 | 122% |
| Returns for 10 years | 44.20 | 7.49 | 590% |
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