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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.31
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets11.79B
Westwood Income Opportunity A
Price$11.98
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets519.18M
HBLCX vs WWIAX Comparison Chart
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HBLCX vs. WWIAX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WWIAX (519M). WWIAX pays higher dividends than HBLCX: WWIAX (4.21) vs HBLCX (2.65). HBLCX was incepted earlier than WWIAX: HBLCX (19 years) vs WWIAX (17 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 : 6.58 vs. HBLCX (3.54). WWIAX return over 5 years is better than : 13.53 vs. HBLCX (11.89).
| 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 | 17 years | - |
| Gain YTD | 3.515 | 1.220 | 288% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.8B | 519M | 2,274% |
| Annual Yield % from dividends | 2.65 | 4.21 | 63% |
| Returns for 1 year | 3.54 | 6.58 | 54% |
| Returns for 3 years | 13.04 | 23.97 | 54% |
| Returns for 5 years | 11.89 | 13.53 | 88% |
| Returns for 10 years | 27.67 | 3.14 | 881% |
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