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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$14.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity C
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.89M
HBLAX vs WWICX Comparison Chart in %
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HBLAX vs. WWICX commentary
Aug 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 HBLAX is a StrongBuy and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. WWICX (535M). WWICX (3.50) and HBLAX (3.35) have matching dividends . HBLAX was incepted earlier than WWICX: HBLAX (19 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLAX: WWICX (1000) vs HBLAX (2000). WWICX annual gain was more profitable for investors over the last year : 7.44 vs. HBLAX (4.24). HBLAX return over 5 years is better than : 15.06 vs. WWICX (8.12).
| HBLAX | WWICX | HBLAX / WWICX | |
| Total Expense Ratio | 0.89 | 1.76 | 51% |
| Annual Report Gross Expense Ratio | 0.89 | 1.76 | 51% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 7.120 | 5.275 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.35 | 3.50 | 96% |
| Returns for 1 year | 4.24 | 7.44 | 57% |
| Returns for 3 years | 11.17 | 18.17 | 61% |
| Returns for 5 years | 15.06 | 8.12 | 185% |
| Returns for 10 years | 41.91 | N/A | - |
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