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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$13.76
Change+$0.35 (+2.61%)
VolumeN/A
Net Assets11.26B
Westwood Income Opportunity C
Price$11.34
Change+$0.32 (+2.90%)
VolumeN/A
Net Assets498.87M
HBLCX vs WWICX Comparison Chart
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HBLCX vs. WWICX commentary
Apr 11, 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: 11.3B vs. WWICX (499M). WWICX pays higher dividends than HBLCX: WWICX (3.47) vs HBLCX (2.64). HBLCX was incepted earlier than WWICX: HBLCX (19 years) vs WWICX (6 years). WWICX (1.74) 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 : -1.58 vs. HBLCX (-2.56). HBLCX return over 5 years is better than : 9.34 vs. WWICX (7.17).
| HBLCX | WWICX | HBLCX / WWICX | |
| Total Expense Ratio | 1.64 | 1.74 | 94% |
| Annual Report Gross Expense Ratio | 1.64 | 1.74 | 94% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -2.995 | -6.592 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.3B | 499M | 2,265% |
| Annual Yield % from dividends | 2.64 | 3.47 | 76% |
| Returns for 1 year | -2.56 | -1.58 | 162% |
| Returns for 3 years | -3.38 | 0.21 | -1,580% |
| Returns for 5 years | 9.34 | 7.17 | 130% |
| Returns for 10 years | 17.70 | N/A | - |
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