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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity C
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets533.58M
HBLYX vs WWICX Comparison Chart in %
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HBLYX vs. WWICX commentary
Jul 27, 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 HBLYX is a Buy and WWICX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WWICX (534M). HBLYX (3.51) and WWICX (3.40) have matching dividends . HBLYX was incepted earlier than WWICX: HBLYX (19 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLYX: WWICX (1000) vs HBLYX (250000). WWICX annual gain was more profitable for investors over the last year : 8.00 vs. HBLYX (5.38). HBLYX return over 5 years is better than : 16.51 vs. WWICX (8.45).
| HBLYX | WWICX | HBLYX / WWICX | |
| Total Expense Ratio | 0.67 | 1.76 | 38% |
| Annual Report Gross Expense Ratio | 0.67 | 1.76 | 38% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 6.703 | 4.215 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 534M | 2,228% |
| Annual Yield % from dividends | 3.51 | 3.40 | 103% |
| Returns for 1 year | 5.38 | 8.00 | 67% |
| Returns for 3 years | 15.46 | 22.23 | 70% |
| Returns for 5 years | 16.51 | 8.45 | 195% |
| Returns for 10 years | 45.27 | N/A | - |
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