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HBLTX vs WWIAX
HBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAX
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity A
Price$12.74
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets551.87M
HBLTX vs WWIAX Comparison Chart in %
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HBLTX vs. WWIAX commentary
Nov 14, 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: 11.7B vs. WWIAX (552M). WWIAX (3.64) and HBLTX (3.47) have matching dividends . 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 : 9.26 vs. HBLTX (3.55). HBLTX return over 5 years is better than : 14.94 vs. WWIAX (13.45).
| 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 | 9.263 | 10.479 | 88% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.7B | 552M | 2,120% |
| Annual Yield % from dividends | 3.47 | 3.64 | 95% |
| Returns for 1 year | 3.55 | 9.26 | 38% |
| Returns for 3 years | 19.07 | 32.29 | 59% |
| Returns for 5 years | 14.94 | 13.45 | 111% |
| Returns for 10 years | 48.23 | 16.33 | 295% |
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