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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.03
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets11.99B
Westwood Income Opportunity A
Price$11.69
Change-$0.26 (-2.18%)
VolumeN/A
Net Assets523.85M
HBLCX vs WWIAX Comparison Chart
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HBLCX vs. WWIAX commentary
Apr 04, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. WWIAX (524M). WWIAX pays higher dividends than HBLCX: WWIAX (4.21) vs HBLCX (2.64). HBLCX was incepted earlier than WWIAX: HBLCX (19 years) vs WWIAX (17 years). HBLCX (1.64) is less costly to investors than WWIAX (0.99). 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 : 7.22 vs. HBLCX (3.77). WWIAX return over 5 years is better than : 29.73 vs. HBLCX (24.14).
| HBLCX | WWIAX | HBLCX / WWIAX | |
| Total Expense Ratio | 1.64 | 0.99 | 166% |
| Annual Report Gross Expense Ratio | 1.64 | 0.99 | 166% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 3.081 | 0.966 | 319% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 12B | 524M | 2,290% |
| Annual Yield % from dividends | 2.64 | 4.21 | 63% |
| Returns for 1 year | 3.77 | 7.22 | 52% |
| Returns for 3 years | 1.93 | 8.38 | 23% |
| Returns for 5 years | 24.14 | 29.73 | 81% |
| Returns for 10 years | 25.82 | 2.46 | 1,048% |
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