Interact to see
Advertisement
Advertisement
HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.71
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets11.88B
Westwood Income Opportunity C
Price$12.58
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets540.49M
HBLCX vs WWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLCX vs. WWICX commentary
Sep 26, 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 WWICX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WWICX (540M). WWICX pays higher dividends than HBLCX: WWICX (3.57) vs HBLCX (2.58). HBLCX was incepted earlier than WWICX: HBLCX (19 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLCX: WWICX (1000) vs HBLCX (2000). WWICX annual gain was more profitable for investors over the last year : 7.48 vs. HBLCX (1.40). HBLCX return over 5 years is better than : 13.95 vs. WWICX (12.45).
| HBLCX | WWICX | HBLCX / WWICX | |
| Total Expense Ratio | 1.64 | 1.76 | 93% |
| Annual Report Gross Expense Ratio | 1.64 | 1.76 | 93% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 7.624 | 7.976 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 540M | 2,204% |
| Annual Yield % from dividends | 2.58 | 3.57 | 72% |
| Returns for 1 year | 1.40 | 7.48 | 19% |
| Returns for 3 years | 21.42 | 34.78 | 62% |
| Returns for 5 years | 13.95 | 12.45 | 112% |
| Returns for 10 years | 39.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers