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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.78
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity A
Price$12.74
Change-$0.11 (-0.86%)
VolumeN/A
Net Assets551.87M
HBLCX vs WWIAX Comparison Chart in %
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HBLCX vs. WWIAX commentary
Nov 14, 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: 11.7B vs. WWIAX (552M). WWIAX pays higher dividends than HBLCX: WWIAX (3.64) vs HBLCX (2.59). 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 : 9.26 vs. HBLCX (2.37). WWIAX return over 5 years is better than : 13.45 vs. HBLCX (9.27).
| 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 | 8.309 | 10.479 | 79% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.7B | 552M | 2,120% |
| Annual Yield % from dividends | 2.59 | 3.64 | 71% |
| Returns for 1 year | 2.37 | 9.26 | 26% |
| Returns for 3 years | 15.35 | 32.29 | 48% |
| Returns for 5 years | 9.27 | 13.45 | 69% |
| Returns for 10 years | 35.25 | 16.33 | 216% |
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