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HBLVX vs WWIAX
HBLVX vs WWIAX Comparison
Open Charts HBLVX vs WWIAX
Hartford Balanced Income R6
Price$15.18
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity A
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets531.58M
HBLVX vs WWIAX Comparison Chart in %
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HBLVX vs. WWIAX commentary
Aug 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WWIAX (532M). WWIAX pays higher dividends than HBLVX: WWIAX (4.28) vs HBLVX (3.61). 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 : 7.02 vs. HBLVX (3.95). HBLVX return over 5 years is better than : 17.66 vs. WWIAX (11.47).
| 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 | 7.464 | 5.360 | 139% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.9B | 532M | 2,237% |
| Annual Yield % from dividends | 3.61 | 4.28 | 84% |
| Returns for 1 year | 3.95 | 7.02 | 56% |
| Returns for 3 years | 13.73 | 22.12 | 62% |
| Returns for 5 years | 17.66 | 11.47 | 154% |
| Returns for 10 years | 50.14 | 11.62 | 432% |
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