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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$14.31
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
Westwood Income Opportunity C
Price$11.67
Change-$0.14 (-1.19%)
VolumeN/A
Net Assets516.12M
HBLAX vs WWICX Comparison Chart
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HBLAX vs. WWICX commentary
May 23, 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: 11.6B vs. WWICX (516M). WWICX (3.54) and HBLAX (3.41) 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 : 4.66 vs. HBLAX (2.73). HBLAX return over 5 years is better than : 18.13 vs. WWICX (10.94).
| 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 | 2.946 | 0.104 | 2,838% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 516M | 2,248% |
| Annual Yield % from dividends | 3.41 | 3.54 | 96% |
| Returns for 1 year | 2.73 | 4.66 | 59% |
| Returns for 3 years | 10.50 | 15.69 | 67% |
| Returns for 5 years | 18.13 | 10.94 | 166% |
| Returns for 10 years | 33.60 | N/A | - |
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