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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.26
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets12.14B
Westwood Income Opportunity A
Price$12.31
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets533.73M
HBLCX vs WWIAX Comparison Chart
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HBLCX vs. WWIAX commentary
Jan 31, 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 HBLCX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. WWIAX (534M). WWIAX pays higher dividends than HBLCX: WWIAX (3.54) vs HBLCX (2.65). HBLCX was incepted earlier than WWIAX: HBLCX (19 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLCX (57.00). WWIAX has a lower initial minimum investment than HBLCX: WWIAX (1000) vs HBLCX (2000). WWIAX IRA initial investment is lower compared to HBLCX: WWIAX (5000) vs HBLCX (2000). WWIAX annual gain was more profitable for investors over the last year : 11.31 vs. HBLCX (5.15). WWIAX return over 5 years is better than : 11.51 vs. HBLCX (5.90).
| HBLCX | WWIAX | HBLCX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 2.083 | 2.174 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 12.1B | 534M | 2,266% |
| Annual Yield % from dividends | 2.65 | 3.54 | 75% |
| Returns for 1 year | 5.15 | 11.31 | 46% |
| Returns for 3 years | -0.94 | 8.26 | -11% |
| Returns for 5 years | 5.90 | 11.51 | 51% |
| Returns for 10 years | 25.81 | 5.07 | 509% |
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