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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.43
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity A
Price$13.01
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets579.29M
HBLCX vs WWIAX Comparison Chart in %
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HBLCX vs. WWIAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. WWIAX (579M). WWIAX pays higher dividends than HBLCX: WWIAX (3.81) vs HBLCX (2.54). 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 : 11.25 vs. HBLCX (5.49). WWIAX return over 5 years is better than : 16.07 vs. HBLCX (5.50).
| 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 | 5.744 | 11.854 | 48% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.7B | 579M | 2,021% |
| Annual Yield % from dividends | 2.54 | 3.81 | 67% |
| Returns for 1 year | 5.49 | 11.25 | 49% |
| Returns for 3 years | 14.43 | 32.96 | 44% |
| Returns for 5 years | 5.50 | 16.07 | 34% |
| Returns for 10 years | 34.72 | 17.61 | 197% |
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| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| CADCHF | 0.58 | 0.00 | +0.17% |
| Canadian Dollar - Switzerland Franc | |||
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| Japan Yen - New Zealand Dollar | |||
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| United States Dollar - New Zealand Dollar | |||
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| China Yuan - Euro | |||
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