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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$14.02
Change+$0.36 (+2.64%)
VolumeN/A
Net Assets11.26B
Westwood Income Opportunity C
Price$11.34
Change+$0.32 (+2.90%)
VolumeN/A
Net Assets498.87M
HBLIX vs WWICX Comparison Chart
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HBLIX 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 HBLIX is a Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.3B vs. WWICX (499M). HBLIX (3.60) and WWICX (3.47) have matching dividends . HBLIX was incepted earlier than WWICX: HBLIX (15 years) vs WWICX (6 years). WWICX (1.74) 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). HBLIX annual gain was more profitable for investors over the last year : -1.50 vs. WWICX (-1.58). HBLIX return over 5 years is better than : 14.73 vs. WWICX (7.17).
| HBLIX | WWICX | HBLIX / WWICX | |
| Total Expense Ratio | 0.65 | 1.74 | 37% |
| Annual Report Gross Expense Ratio | 0.65 | 1.74 | 37% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -2.761 | -6.592 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 499M | 2,265% |
| Annual Yield % from dividends | 3.60 | 3.47 | 104% |
| Returns for 1 year | -1.50 | -1.58 | 95% |
| Returns for 3 years | -0.35 | 0.21 | -164% |
| Returns for 5 years | 14.73 | 7.17 | 206% |
| Returns for 10 years | 28.49 | N/A | - |
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