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HBLVX vs WWIAX
HBLVX vs WWIAX Comparison
Open Charts HBLVX vs WWIAX
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
Westwood Income Opportunity A
Price$12.90
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets561.26M
HBLVX vs WWIAX Comparison Chart in %
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HBLVX 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 HBLVX is a Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. WWIAX (561M). WWIAX pays higher dividends than HBLVX: WWIAX (3.81) vs HBLVX (3.48). HBLVX was incepted earlier than WWIAX: HBLVX (11 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (57.00). HBLVX has a lower initial minimum investment than WWIAX: HBLVX (0) vs WWIAX (1000). WWIAX annual gain was more profitable for investors over the last year : 7.74 vs. HBLVX (4.10). HBLVX return over 5 years is better than : 14.86 vs. WWIAX (11.32).
| HBLVX | WWIAX | HBLVX / WWIAX | |
| Total Expense Ratio | 0.56 | 1.01 | 55% |
| Annual Report Gross Expense Ratio | 0.56 | 1.01 | 55% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 10.919 | 10.909 | 100% |
| 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 | 3.48 | 3.81 | 91% |
| Returns for 1 year | 4.10 | 7.74 | 53% |
| Returns for 3 years | 16.76 | 28.90 | 58% |
| Returns for 5 years | 14.86 | 11.32 | 131% |
| Returns for 10 years | 50.89 | 16.62 | 306% |
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