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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Westwood Income Opportunity C
Price$12.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets548.82M
HBLAX vs WWICX Comparison Chart in %
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HBLAX vs. WWICX commentary
Nov 20, 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 Hold and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. WWICX (549M). HBLAX pays higher dividends than WWICX: HBLAX (3.29) vs WWICX (2.88). 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 : 6.90 vs. HBLAX (3.08). HBLAX return over 5 years is better than : 12.57 vs. WWICX (7.37).
| 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 | 8.434 | 8.044 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 549M | 2,113% |
| Annual Yield % from dividends | 3.29 | 2.88 | 114% |
| Returns for 1 year | 3.08 | 6.90 | 45% |
| Returns for 3 years | 16.50 | 26.99 | 61% |
| Returns for 5 years | 12.57 | 7.37 | 170% |
| Returns for 10 years | 43.20 | N/A | - |
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