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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
Westwood Income Opportunity C
Price$12.39
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets535.55M
HBLYX vs WWICX Comparison Chart in %
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HBLYX 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 HBLYX is a StrongBuy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WWICX (536M). WWICX (3.57) and HBLYX (3.43) 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 : 7.45 vs. HBLYX (3.64). HBLYX return over 5 years is better than : 17.58 vs. WWICX (8.71).
| 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 | 8.189 | 6.176 | 133% |
| 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 | 536M | 2,220% |
| Annual Yield % from dividends | 3.43 | 3.57 | 96% |
| Returns for 1 year | 3.64 | 7.45 | 49% |
| Returns for 3 years | 19.36 | 26.73 | 72% |
| Returns for 5 years | 17.58 | 8.71 | 202% |
| Returns for 10 years | 50.77 | N/A | - |
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