Interact to see
Advertisement
Advertisement
HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.75
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity C
Price$12.39
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets535.55M
HBLCX vs WWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLCX vs. WWICX commentary
Sep 06, 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: 11.9B vs. WWICX (536M). 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 : 7.45 vs. HBLCX (2.50). HBLCX return over 5 years is better than : 11.86 vs. WWICX (8.71).
| 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 | 7.405 | 6.176 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 536M | 2,220% |
| Annual Yield % from dividends | 2.58 | 3.57 | 72% |
| Returns for 1 year | 2.50 | 7.45 | 34% |
| Returns for 3 years | 15.65 | 26.73 | 59% |
| Returns for 5 years | 11.86 | 8.71 | 136% |
| Returns for 10 years | 37.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TRFK | 62.29 | 0.81 | +1.31% |
| Pacer Data and Digital Revolution ETF | |||
| AIQ | 45.46 | 0.40 | +0.89% |
| Global X Artfcl Intlgc & Tech ETF | |||
| BME | 37.13 | 0.26 | +0.71% |
| Blackrock Health Sciences Trust | |||
| ZAPR | 25.35 | 0.01 | +0.06% |
| Innovator Equity Dfnd Prt ETF -1 Yr Apr | |||
| NOM | 10.91 | -0.14 | -1.27% |
| Nuveen Missouri Quality Municipal Income Fund | |||