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HBLTX vs WWIAX
HBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAX
Hartford Balanced Income R5
Price$14.92
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.64B
Westwood Income Opportunity A
Price$13.18
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets588.44M
HBLTX vs WWIAX Comparison Chart in %
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HBLTX vs. WWIAX commentary
Jan 15, 2026
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: 11.6B vs. WWIAX (588M). HBLTX pays higher dividends than WWIAX: HBLTX (3.45) vs WWIAX (3.13). 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 : 14.01 vs. HBLTX (8.50). WWIAX return over 5 years is better than : 16.27 vs. HBLTX (11.63).
| 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 | 1.774 | 1.933 | 92% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.6B | 588M | 1,973% |
| Annual Yield % from dividends | 3.45 | 3.13 | 110% |
| Returns for 1 year | 8.50 | 14.01 | 61% |
| Returns for 3 years | 16.21 | 30.50 | 53% |
| Returns for 5 years | 11.63 | 16.27 | 72% |
| Returns for 10 years | 56.23 | 25.10 | 224% |
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