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HBLVX vs WWIAX
HBLVX vs WWIAX Comparison
Open Charts HBLVX vs WWIAX
Hartford Balanced Income R6
Price$15.18
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.76B
Westwood Income Opportunity A
Price$12.70
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets539.17M
HBLVX vs WWIAX Comparison Chart in %
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HBLVX vs. WWIAX commentary
Sep 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 HBLVX is a StrongBuy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. WWIAX (539M). WWIAX pays higher dividends than HBLVX: WWIAX (4.39) vs HBLVX (3.53). 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 : 8.27 vs. HBLVX (2.35). HBLVX return over 5 years is better than : 20.31 vs. WWIAX (17.17).
| 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 | 8.420 | 8.808 | 96% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 539M | 2,189% |
| Annual Yield % from dividends | 3.53 | 4.39 | 80% |
| Returns for 1 year | 2.35 | 8.27 | 28% |
| Returns for 3 years | 26.53 | 38.89 | 68% |
| Returns for 5 years | 20.31 | 17.17 | 118% |
| Returns for 10 years | 54.95 | 19.82 | 277% |
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