HBLTX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
WWIAX
Price
$12.24
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
532.41M
Interact to see
Advertisement

HBLTX vs WWIAX

Header iconHBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
HBLTXWWIAXHBLTX / WWIAX
Total Expense Ratio0.661.0165%
Annual Report Gross Expense Ratio0.661.0165%
Fund Existence15 years18 years-
Gain YTD6.2534.487139%
Front LoadN/A3%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/A5000-
Net Assets12B532M2,256%
Annual Yield % from dividends3.544.1186%
Returns for 1 year6.979.0377%
Returns for 3 years17.0226.2465%
Returns for 5 years19.4115.95122%
Returns for 10 years44.207.49590%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
NDIV29.050.72
+2.54%
Amplify Natural Resources Div Inc ETF
JPEM57.190.30
+0.53%
JPMorgan Diversified Return EMkts Eq ETF
HYLS41.840.10
+0.24%
First Trust Tactical High Yield ETF
MFUT14.71N/A
N/A
Cambria Chesapeake Pure Trend ETF
VGI7.92-0.01
-0.13%
VIRTUS GLOBAL MULTI-SECTOR Income FUND