Interact to see
Advertisement
Advertisement
HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAX
Hartford Balanced Income C
Price$14.37
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets11.77B
Westwood Income Opportunity A
Price$12.14
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets527.12M
HBLCX vs WWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLCX vs. WWIAX commentary
Jul 17, 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: 11.8B vs. WWIAX (527M). WWIAX pays higher dividends than HBLCX: WWIAX (4.11) vs HBLCX (2.63). 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 : 5.53 vs. HBLCX (1.50). WWIAX return over 5 years is better than : 11.85 vs. HBLCX (9.57).
| 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 | 4.274 | 3.377 | 127% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.8B | 527M | 2,239% |
| Annual Yield % from dividends | 2.63 | 4.11 | 64% |
| Returns for 1 year | 1.50 | 5.53 | 27% |
| Returns for 3 years | 12.20 | 25.02 | 49% |
| Returns for 5 years | 9.57 | 11.85 | 81% |
| Returns for 10 years | 28.97 | 5.04 | 575% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers