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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity A
Price$12.29
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets534.84M
HBLCX vs WWIAX Comparison Chart in %
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HBLCX vs. WWIAX commentary
Jul 28, 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: 11.9B vs. WWIAX (535M). 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 : 9.10 vs. HBLCX (4.21). WWIAX return over 5 years is better than : 12.98 vs. HBLCX (10.80).
| 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 | 6.022 | 4.914 | 123% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 2.63 | 4.11 | 64% |
| Returns for 1 year | 4.21 | 9.10 | 46% |
| Returns for 3 years | 11.90 | 25.37 | 47% |
| Returns for 5 years | 10.80 | 12.98 | 83% |
| Returns for 10 years | 32.33 | 7.78 | 416% |
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