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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$14.69
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets11.8B
Westwood Income Opportunity C
Price$11.99
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets521.36M
HBLAX vs WWICX Comparison Chart
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HBLAX vs. WWICX commentary
Jun 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WWICX (521M). WWICX (3.48) and HBLAX (3.37) 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 : 6.18 vs. HBLAX (4.59). HBLAX return over 5 years is better than : 16.13 vs. WWICX (9.70).
| 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 | 3.942 | 1.290 | 305% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 521M | 2,265% |
| Annual Yield % from dividends | 3.37 | 3.48 | 97% |
| Returns for 1 year | 4.59 | 6.18 | 74% |
| Returns for 3 years | 14.99 | 20.86 | 72% |
| Returns for 5 years | 16.13 | 9.70 | 166% |
| Returns for 10 years | 37.20 | N/A | - |
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