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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.66
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.89B
Westwood Income Opportunity A
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets531.58M
HBLCX vs WWIAX Comparison Chart in %
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HBLCX 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 HBLCX is a StrongBuy and WWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WWIAX (532M). WWIAX pays higher dividends than HBLCX: WWIAX (4.28) vs HBLCX (2.64). 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 : 7.02 vs. HBLCX (2.71). HBLCX (11.48) and WWIAX (11.47) have equivalent 5 years return.
| HBLCX | WWIAX | HBLCX / WWIAX | |
| Total Expense Ratio | 1.64 | 1.01 | 162% |
| Annual Report Gross Expense Ratio | 1.64 | 1.01 | 162% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.750 | 5.360 | 126% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.9B | 532M | 2,237% |
| Annual Yield % from dividends | 2.64 | 4.28 | 62% |
| Returns for 1 year | 2.71 | 7.02 | 39% |
| Returns for 3 years | 9.94 | 22.12 | 45% |
| Returns for 5 years | 11.48 | 11.47 | 100% |
| Returns for 10 years | 35.82 | 11.62 | 308% |
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