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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
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.
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).
| 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 | 2.962 | 0.924 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 525M | 2,305% |
| Annual Yield % from dividends | 3.57 | 3.36 | 106% |
| Returns for 1 year | 5.45 | 7.29 | 75% |
| Returns for 3 years | 7.54 | 9.32 | 81% |
| Returns for 5 years | 14.06 | 9.59 | 147% |
| Returns for 10 years | 39.41 | N/A | - |
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