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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
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 %
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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.
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).
| 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 | 5.658 | 4.487 | 126% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 12B | 532M | 2,256% |
| Annual Yield % from dividends | 2.63 | 4.11 | 64% |
| Returns for 1 year | 5.76 | 9.03 | 64% |
| Returns for 3 years | 13.44 | 26.24 | 51% |
| Returns for 5 years | 13.60 | 15.95 | 85% |
| Returns for 10 years | 31.78 | 7.49 | 424% |
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