HBLCX
Price
$14.51
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
WWIAX
Price
$12.24
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
532.41M
Interact to see
Advertisement

HBLCX vs WWIAX

Header iconHBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAXBanner chart's image
Hartford Balanced Income C
Price$14.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity A
Price$12.24
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets532.41M
HBLCX vs WWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HBLCX vs. WWIAX commentary
Jul 08, 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 HBLCX is a Buy and WWIAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. WWIAX (532M). WWIAX pays higher dividends than HBLCX: WWIAX (4.11) vs HBLCX (2.63). HBLCX was incepted earlier than WWIAX: HBLCX (19 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: 61.00 vs. WWIAX (57.00). 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 : 9.03 vs. HBLCX (5.76). WWIAX return over 5 years is better than : 15.95 vs. HBLCX (13.60).
HBLCXWWIAXHBLCX / WWIAX
Total Expense Ratio1.641.01162%
Annual Report Gross Expense Ratio1.641.01162%
Fund Existence19 years18 years-
Gain YTD5.6584.487126%
Front LoadN/A3%-
Min. Initial Investment20001000200%
Min. Initial Investment IRA2000500040%
Net Assets12B532M2,256%
Annual Yield % from dividends2.634.1164%
Returns for 1 year5.769.0364%
Returns for 3 years13.4426.2451%
Returns for 5 years13.6015.9585%
Returns for 10 years31.787.49424%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
RAFE38.650.25
+0.64%
PIMCO RAFI ESG US ETF
BDJ8.990.05
+0.56%
BlackRock Enhanced Equity Dividend Trust
ILOW41.530.07
+0.17%
AB Active ETFs Inc.
ELQD82.18N/A
N/A
iShares ESG Advanced Inv Grd Corp Bd ETF
IVOL19.32-0.10
-0.51%
Quadratic Intrst Rt Vol & Infl H ETF