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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$14.92
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.8B
Westwood Income Opportunity C
Price$11.99
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets521.36M
HBLYX vs WWICX Comparison Chart
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HBLYX vs. WWICX commentary
Jun 13, 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: 11.8B vs. WWICX (521M). HBLYX (3.53) and WWICX (3.48) 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 : 6.18 vs. HBLYX (4.81). HBLYX return over 5 years is better than : 17.48 vs. WWICX (9.70).
| 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 | 4.081 | 1.290 | 316% |
| 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 | 521M | 2,265% |
| Annual Yield % from dividends | 3.53 | 3.48 | 101% |
| Returns for 1 year | 4.81 | 6.18 | 78% |
| Returns for 3 years | 15.88 | 20.86 | 76% |
| Returns for 5 years | 17.48 | 9.70 | 180% |
| Returns for 10 years | 40.50 | N/A | - |
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