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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
Westwood Income Opportunity A
Price$13.27
Change+$0.55 (+4.32%)
VolumeN/A
Net Assets594.08M
HBLCX vs WWIAX Comparison Chart in %
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HBLCX vs. WWIAX commentary
Feb 05, 2026
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 HBLCX is a StrongBuy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. WWIAX (594M). WWIAX pays higher dividends than HBLCX: WWIAX (3.22) vs HBLCX (2.51). HBLCX was incepted earlier than WWIAX: HBLCX (20 years) vs WWIAX (18 years). HBLCX (1.64) is less costly to investors than WWIAX (1.01). HBLCX is a more actively managed with annual turnover of: 90.00 vs. WWIAX (67.00). WWIAX has a lower initial minimum investment than HBLCX: WWIAX (1000) vs HBLCX (2000). WWIAX IRA initial investment is lower compared to HBLCX: WWIAX (5000) vs HBLCX (2000). WWIAX annual gain was more profitable for investors over the last year : 12.16 vs. HBLCX (5.20). WWIAX return over 5 years is better than : 16.29 vs. HBLCX (6.53).
| HBLCX | WWIAX | HBLCX / WWIAX | |
| Total Expense Ratio | 1.64 | 1.01 | 162% |
| Annual Report Gross Expense Ratio | 1.64 | 1.01 | 162% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 2.034 | 2.802 | 73% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.6B | 594M | 1,953% |
| Annual Yield % from dividends | 2.51 | 3.22 | 78% |
| Returns for 1 year | 5.20 | 12.16 | 43% |
| Returns for 3 years | 12.82 | 30.34 | 42% |
| Returns for 5 years | 6.53 | 16.29 | 40% |
| Returns for 10 years | 41.23 | 25.06 | 165% |
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