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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$15.02
Change-$0.07 (-0.46%)
VolumeN/A
Net AssetsN/A
Westwood Income Opportunity C
Price$12.58
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets540.49M
HBLAX vs WWICX Comparison Chart in %
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HBLAX vs. WWICX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
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 : 7.48 vs. HBLAX (2.32). HBLAX return over 5 years is better than : 18.43 vs. WWICX (12.45).
| 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 | 8.268 | 7.976 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | N/A | 540M | - |
| Annual Yield % from dividends | 3.28 | 3.57 | 92% |
| Returns for 1 year | 2.32 | 7.48 | 31% |
| Returns for 3 years | 24.48 | 34.78 | 70% |
| Returns for 5 years | 18.43 | 12.45 | 148% |
| Returns for 10 years | 49.93 | N/A | - |