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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity C
Price$12.39
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets535.55M
HBLAX vs WWICX Comparison Chart in %
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HBLAX vs. WWICX commentary
Sep 06, 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: 11.9B vs. WWICX (536M). WWICX pays higher dividends than HBLAX: WWICX (3.57) vs HBLAX (3.28). 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 : 7.45 vs. HBLAX (3.41). HBLAX return over 5 years is better than : 16.14 vs. WWICX (8.71).
| 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 | 7.981 | 6.176 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 536M | 2,220% |
| Annual Yield % from dividends | 3.28 | 3.57 | 92% |
| Returns for 1 year | 3.41 | 7.45 | 46% |
| Returns for 3 years | 18.51 | 26.73 | 69% |
| Returns for 5 years | 16.14 | 8.71 | 185% |
| Returns for 10 years | 47.24 | N/A | - |
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