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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.03
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.77B
Westwood Income Opportunity C
Price$11.67
Change-$0.14 (-1.19%)
VolumeN/A
Net Assets516.12M
HBLCX vs WWICX Comparison Chart
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HBLCX vs. WWICX commentary
May 23, 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 WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WWICX (516M). WWICX pays higher dividends than HBLCX: WWICX (3.54) vs HBLCX (2.67). 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 : 4.66 vs. HBLCX (1.96). HBLCX return over 5 years is better than : 13.85 vs. WWICX (10.94).
| 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 | 2.647 | 0.104 | 2,550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 516M | 2,287% |
| Annual Yield % from dividends | 2.67 | 3.54 | 75% |
| Returns for 1 year | 1.96 | 4.66 | 42% |
| Returns for 3 years | 7.92 | 15.69 | 50% |
| Returns for 5 years | 13.85 | 10.94 | 127% |
| Returns for 10 years | 24.92 | N/A | - |
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