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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$14.24
Change+$0.37 (+2.67%)
VolumeN/A
Net Assets11.26B
Westwood Income Opportunity C
Price$11.34
Change+$0.32 (+2.90%)
VolumeN/A
Net Assets498.87M
HBLYX vs WWICX Comparison Chart
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HBLYX vs. WWICX commentary
Apr 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 HBLYX is a Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.3B vs. WWICX (499M). HBLYX (3.53) and WWICX (3.47) have matching dividends . HBLYX was incepted earlier than WWICX: HBLYX (19 years) vs WWICX (6 years). WWICX (1.74) 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). HBLYX annual gain was more profitable for investors over the last year : -1.50 vs. WWICX (-1.58). HBLYX return over 5 years is better than : 14.76 vs. WWICX (7.17).
| HBLYX | WWICX | HBLYX / WWICX | |
| Total Expense Ratio | 0.67 | 1.74 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.74 | 39% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -2.722 | -6.592 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 499M | 2,265% |
| Annual Yield % from dividends | 3.53 | 3.47 | 102% |
| Returns for 1 year | -1.50 | -1.58 | 95% |
| Returns for 3 years | -0.31 | 0.21 | -144% |
| Returns for 5 years | 14.76 | 7.17 | 206% |
| Returns for 10 years | 28.95 | N/A | - |
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