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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity C
Price$12.39
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets535.55M
HBLIX vs WWICX Comparison Chart in %
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HBLIX 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 HBLIX is a StrongBuy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. WWICX (536M). WWICX (3.57) and HBLIX (3.50) have matching dividends . HBLIX was incepted earlier than WWICX: HBLIX (16 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 : 7.45 vs. HBLIX (3.65). HBLIX return over 5 years is better than : 17.55 vs. WWICX (8.71).
| HBLIX | WWICX | HBLIX / WWICX | |
| Total Expense Ratio | 0.65 | 1.76 | 37% |
| Annual Report Gross Expense Ratio | 0.65 | 1.76 | 37% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 8.175 | 6.176 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 536M | 2,220% |
| Annual Yield % from dividends | 3.50 | 3.57 | 98% |
| Returns for 1 year | 3.65 | 7.45 | 49% |
| Returns for 3 years | 19.37 | 26.73 | 72% |
| Returns for 5 years | 17.55 | 8.71 | 201% |
| Returns for 10 years | 50.36 | N/A | - |
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