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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity C
Price$12.66
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
HBLIX vs WWICX Comparison Chart in %
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HBLIX vs. WWICX commentary
Oct 21, 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 Hold and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. WWICX (547M). HBLIX pays higher dividends than WWICX: HBLIX (3.51) vs WWICX (2.78). 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 : 7.12 vs. HBLIX (2.44). HBLIX return over 5 years is better than : 17.32 vs. WWICX (9.66).
| 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 | 8.982 | 8.616 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 547M | 2,157% |
| Annual Yield % from dividends | 3.51 | 2.78 | 126% |
| Returns for 1 year | 2.44 | 7.12 | 34% |
| Returns for 3 years | 25.08 | 34.86 | 72% |
| Returns for 5 years | 17.32 | 9.66 | 179% |
| Returns for 10 years | 48.34 | N/A | - |
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