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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$14.53
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.77B
Westwood Income Opportunity C
Price$11.67
Change-$0.14 (-1.19%)
VolumeN/A
Net Assets516.12M
HBLYX vs WWICX Comparison Chart
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HBLYX vs. WWICX commentary
May 23, 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: 11.8B vs. WWICX (516M). HBLYX (3.57) and WWICX (3.54) 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 : 4.66 vs. HBLYX (3.05). HBLYX return over 5 years is better than : 19.57 vs. WWICX (10.94).
| 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 | 3.099 | 0.104 | 2,986% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 516M | 2,287% |
| Annual Yield % from dividends | 3.57 | 3.54 | 101% |
| Returns for 1 year | 3.05 | 4.66 | 65% |
| Returns for 3 years | 11.34 | 15.69 | 72% |
| Returns for 5 years | 19.57 | 10.94 | 179% |
| Returns for 10 years | 36.96 | N/A | - |
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