HBLYX
Price
$15.28
Change
+$0.04 (+0.26%)
Updated
Oct 17 closing price
Net Assets
11.81B
WWIAX
Price
$12.73
Change
+$0.01 (+0.08%)
Updated
Oct 17 closing price
Net Assets
546.71M
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HBLYX vs WWIAX

Header iconHBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAXBanner chart's image
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity A
Price$12.73
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
HBLYX vs WWIAX Comparison Chart in %
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HBLYX vs. WWIAX commentary
Oct 21, 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 HBLYX is a Hold and WWIAX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WWIAX (547M). WWIAX (3.48) and HBLYX (3.44) have matching dividends . HBLYX was incepted earlier than WWIAX: HBLYX (19 years) vs WWIAX (18 years). WWIAX (1.01) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (57.00). WWIAX has a lower initial minimum investment than HBLYX: WWIAX (1000) vs HBLYX (250000). WWIAX annual gain was more profitable for investors over the last year : 7.96 vs. HBLYX (2.51). HBLYX return over 5 years is better than : 17.35 vs. WWIAX (13.97).
HBLYXWWIAXHBLYX / WWIAX
Total Expense Ratio0.671.0166%
Annual Report Gross Expense Ratio0.671.0166%
Fund Existence19 years18 years-
Gain YTD9.0489.25798%
Front LoadN/A3%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/A5000-
Net Assets11.8B547M2,157%
Annual Yield % from dividends3.443.4899%
Returns for 1 year2.517.9632%
Returns for 3 years25.1837.9266%
Returns for 5 years17.3513.97124%
Returns for 10 years48.8414.07347%
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