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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.40
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets12.18B
Westwood Income Opportunity A
Price$12.31
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets535.57M
HBLCX vs WWIAX Comparison Chart
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HBLCX vs. WWIAX commentary
Mar 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 StrongBuy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.2B vs. WWIAX (536M). 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 : 11.83 vs. HBLCX (6.02). WWIAX return over 5 years is better than : 17.29 vs. HBLCX (8.04).
| 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 | 3.520 | 2.926 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 12.2B | 536M | 2,276% |
| Annual Yield % from dividends | 2.65 | 3.54 | 75% |
| Returns for 1 year | 6.02 | 11.83 | 51% |
| Returns for 3 years | 2.57 | 11.91 | 22% |
| Returns for 5 years | 8.04 | 17.29 | 47% |
| Returns for 10 years | 27.96 | 4.06 | 688% |
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