HBLTX
Price
$14.95
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
WWIAX
Price
$12.29
Change
+$0.03 (+0.24%)
Updated
Jul 25 closing price
Net Assets
534.84M
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HBLTX vs WWIAX

Header iconHBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAXBanner chart's image
Hartford Balanced Income R5
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity A
Price$12.29
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets534.84M
HBLTX vs WWIAX Comparison Chart in %
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HBLTX vs. WWIAX commentary
Jul 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 HBLTX is a Buy and WWIAX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. WWIAX (535M). 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 : 9.10 vs. HBLTX (5.36). HBLTX return over 5 years is better than : 16.36 vs. WWIAX (12.98).
HBLTXWWIAXHBLTX / WWIAX
Total Expense Ratio0.661.0165%
Annual Report Gross Expense Ratio0.661.0165%
Fund Existence15 years18 years-
Gain YTD6.6104.914135%
Front LoadN/A3%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/A5000-
Net Assets11.9B535M2,224%
Annual Yield % from dividends3.544.1186%
Returns for 1 year5.369.1059%
Returns for 3 years15.3825.3761%
Returns for 5 years16.3612.98126%
Returns for 10 years44.797.78576%
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