HBLCX
Price
$13.83
Change
+$0.06 (+0.44%)
Updated
Apr 23 closing price
Net Assets
11.5B
WWIAX
Price
$11.48
Change
+$0.08 (+0.70%)
Updated
Apr 23 closing price
Net Assets
496.07M
Ad is loading...

HBLCX vs WWIAX

Header iconHBLCX vs WWIAX Comparison
Open Charts HBLCX vs WWIAXBanner chart's image
Hartford Balanced Income C
Price$13.83
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets11.5B
Westwood Income Opportunity A
Price$11.48
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets496.07M
HBLCX vs WWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HBLCX vs. WWIAX commentary
Apr 24, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.5B vs. WWIAX (496M). 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 : 3.99 vs. HBLCX (1.71). WWIAX return over 5 years is better than : 12.69 vs. HBLCX (11.61).
HBLCXWWIAXHBLCX / WWIAX
Total Expense Ratio1.640.99166%
Annual Report Gross Expense Ratio1.640.99166%
Fund Existence19 years17 years-
Gain YTD-0.391-3.68111%
Front LoadN/A3%-
Min. Initial Investment20001000200%
Min. Initial Investment IRA2000500040%
Net Assets11.5B496M2,319%
Annual Yield % from dividends2.644.2163%
Returns for 1 year1.713.9943%
Returns for 3 years1.798.8820%
Returns for 5 years11.6112.6992%
Returns for 10 years20.33-3.04-669%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JDPRX14.30N/A
N/A
Janus Henderson Mid Cap Value R
RGSCX22.42N/A
N/A
Virtus KAR Global Small-Cap C
VRTIX290.04N/A
N/A
Vanguard Russell 2000 Index I
DWUSX15.30N/A
N/A
DFA World ex US Targeted Val Instl
WEMCX5.70N/A
N/A
Allspring Emerging Growth C