HBLIX
Price
$14.57
Change
-$0.03 (-0.21%)
Updated
Mar 10 closing price
Net Assets
12.06B
WWICX
Price
$11.93
Change
-$0.08 (-0.67%)
Updated
Mar 10 closing price
Net Assets
525.08M
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HBLIX vs WWICX

Header iconHBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICXBanner chart's image
Hartford Balanced Income I
Price$14.57
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets12.06B
Westwood Income Opportunity C
Price$11.93
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets525.08M
HBLIX vs WWICX Comparison Chart
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HBLIX vs. WWICX commentary
Mar 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.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. WWICX (525M). HBLIX pays higher dividends than WWICX: HBLIX (3.57) vs WWICX (3.36). 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). WWICX annual gain was more profitable for investors over the last year : 7.29 vs. HBLIX (5.45). HBLIX return over 5 years is better than : 14.06 vs. WWICX (9.59).
HBLIXWWICXHBLIX / WWICX
Total Expense Ratio0.651.7437%
Annual Report Gross Expense Ratio0.651.7437%
Fund Existence15 years6 years-
Gain YTD2.9620.924320%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets12.1B525M2,305%
Annual Yield % from dividends3.573.36106%
Returns for 1 year5.457.2975%
Returns for 3 years7.549.3281%
Returns for 5 years14.069.59147%
Returns for 10 years39.41N/A-
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