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HBLTX vs WWIAX
HBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAX
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
Westwood Income Opportunity A
Price$12.90
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets561.26M
HBLTX vs WWIAX Comparison Chart in %
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HBLTX vs. WWIAX commentary
Dec 05, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. WWIAX (561M). WWIAX pays higher dividends than HBLTX: WWIAX (3.81) vs HBLTX (3.41). HBLTX was incepted earlier than WWIAX: HBLTX (16 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 : 7.74 vs. HBLTX (3.89). HBLTX return over 5 years is better than : 14.17 vs. WWIAX (11.32).
| HBLTX | WWIAX | HBLTX / WWIAX | |
| Total Expense Ratio | 0.66 | 1.01 | 65% |
| Annual Report Gross Expense Ratio | 0.66 | 1.01 | 65% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 10.774 | 10.909 | 99% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 561M | 2,103% |
| Annual Yield % from dividends | 3.41 | 3.81 | 89% |
| Returns for 1 year | 3.89 | 7.74 | 50% |
| Returns for 3 years | 16.31 | 28.90 | 56% |
| Returns for 5 years | 14.17 | 11.32 | 125% |
| Returns for 10 years | 49.27 | 16.62 | 297% |
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