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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$14.56
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets12.06B
Westwood Income Opportunity C
Price$11.93
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets525.08M
HBLAX vs WWICX Comparison Chart
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HBLAX vs. WWICX commentary
Mar 11, 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 Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. WWICX (525M). WWICX (3.36) and HBLAX (3.33) have matching dividends . HBLAX was incepted earlier than WWICX: HBLAX (19 years) vs WWICX (6 years). WWICX (1.74) 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 : 7.29 vs. HBLAX (5.12). HBLAX return over 5 years is better than : 12.83 vs. WWICX (9.59).
| HBLAX | WWICX | HBLAX / WWICX | |
| Total Expense Ratio | 0.89 | 1.74 | 51% |
| Annual Report Gross Expense Ratio | 0.89 | 1.74 | 51% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 2.891 | 0.924 | 313% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 525M | 2,305% |
| Annual Yield % from dividends | 3.33 | 3.36 | 99% |
| Returns for 1 year | 5.12 | 7.29 | 70% |
| Returns for 3 years | 6.75 | 9.32 | 72% |
| Returns for 5 years | 12.83 | 9.59 | 134% |
| Returns for 10 years | 36.50 | N/A | - |
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