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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.39
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.8B
Westwood Income Opportunity C
Price$11.99
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets521.36M
HBLCX vs WWICX Comparison Chart
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HBLCX vs. WWICX commentary
Jun 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WWICX (521M). WWICX pays higher dividends than HBLCX: WWICX (3.48) vs HBLCX (2.65). 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 : 6.18 vs. HBLCX (3.69). HBLCX return over 5 years is better than : 11.97 vs. WWICX (9.70).
| 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 | 3.587 | 1.290 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 521M | 2,265% |
| Annual Yield % from dividends | 2.65 | 3.48 | 76% |
| Returns for 1 year | 3.69 | 6.18 | 60% |
| Returns for 3 years | 12.30 | 20.86 | 59% |
| Returns for 5 years | 11.97 | 9.70 | 123% |
| Returns for 10 years | 28.15 | N/A | - |
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