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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.73
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity A
Price$12.41
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.44M
HBLCX vs WWIAX Comparison Chart in %
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HBLCX vs. WWIAX commentary
Sep 01, 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 StrongBuy and WWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WWIAX (534M). WWIAX pays higher dividends than HBLCX: WWIAX (4.39) vs HBLCX (2.58). HBLCX was incepted earlier than WWIAX: HBLCX (19 years) vs WWIAX (18 years). HBLCX (1.64) is less costly to investors than WWIAX (1.01). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WWIAX (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 : 7.46 vs. HBLCX (2.22). WWIAX (11.38) and HBLCX (11.33) have equivalent 5 years return.
| HBLCX | WWIAX | HBLCX / WWIAX | |
| Total Expense Ratio | 1.64 | 1.01 | 162% |
| Annual Report Gross Expense Ratio | 1.64 | 1.01 | 162% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 7.260 | 6.323 | 115% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.9B | 534M | 2,228% |
| Annual Yield % from dividends | 2.58 | 4.39 | 59% |
| Returns for 1 year | 2.22 | 7.46 | 30% |
| Returns for 3 years | 13.61 | 26.94 | 51% |
| Returns for 5 years | 11.33 | 11.38 | 100% |
| Returns for 10 years | 39.06 | 14.67 | 266% |
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