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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity C
Price$12.09
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets531.64M
HBLCX vs WWICX Comparison Chart
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HBLCX vs. WWICX commentary
Jan 19, 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: 12.1B vs. WWICX (532M). WWICX pays higher dividends than HBLCX: WWICX (2.84) vs HBLCX (2.65). HBLCX was incepted earlier than WWICX: HBLCX (18 years) vs WWICX (5 years). WWICX is a more actively managed with annual turnover of: 88.00 vs. HBLCX (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 : 11.27 vs. HBLCX (5.09). WWICX return over 5 years is better than : 5.53 vs. HBLCX (4.44).
| HBLCX | WWICX | HBLCX / WWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 1.293 | 1.597 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 2.65 | 2.84 | 93% |
| Returns for 1 year | 5.09 | 11.27 | 45% |
| Returns for 3 years | -2.03 | 4.52 | -45% |
| Returns for 5 years | 4.44 | 5.53 | 80% |
| Returns for 10 years | 24.83 | N/A | - |
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