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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$14.31
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
HBLIX vs WWICX Comparison Chart
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HBLIX 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 HBLIX is a Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. WWICX (516M). HBLIX (3.65) and WWICX (3.54) have matching dividends . HBLIX was incepted earlier than WWICX: HBLIX (15 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLIX: WWICX (1000) vs HBLIX (2000). WWICX annual gain was more profitable for investors over the last year : 4.66 vs. HBLIX (3.05). HBLIX return over 5 years is better than : 19.53 vs. WWICX (10.94).
| HBLIX | WWICX | HBLIX / WWICX | |
| Total Expense Ratio | 0.65 | 1.76 | 37% |
| Annual Report Gross Expense Ratio | 0.65 | 1.76 | 37% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 3.076 | 0.104 | 2,964% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 516M | 2,287% |
| Annual Yield % from dividends | 3.65 | 3.54 | 103% |
| Returns for 1 year | 3.05 | 4.66 | 65% |
| Returns for 3 years | 11.31 | 15.69 | 72% |
| Returns for 5 years | 19.53 | 10.94 | 179% |
| Returns for 10 years | 36.50 | N/A | - |
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