HBLYX
Price
$15.26
Change
-$0.07 (-0.46%)
Updated
Sep 25 closing price
Net Assets
11.88B
WWICX
Price
$12.58
Change
-$0.02 (-0.16%)
Updated
Sep 25 closing price
Net Assets
540.49M
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HBLYX vs WWICX

Header iconHBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICXBanner chart's image
Hartford Balanced Income Y
Price$15.26
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.88B
Westwood Income Opportunity C
Price$12.58
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets540.49M
HBLYX vs WWICX Comparison Chart in %
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HBLYX vs. WWICX commentary
Sep 26, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WWICX (540M). 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 : 7.48 vs. HBLYX (2.57). HBLYX return over 5 years is better than : 19.79 vs. WWICX (12.45).
HBLYXWWICXHBLYX / WWICX
Total Expense Ratio0.671.7638%
Annual Report Gross Expense Ratio0.671.7638%
Fund Existence19 years6 years-
Gain YTD8.4727.976106%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B540M2,204%
Annual Yield % from dividends3.433.5796%
Returns for 1 year2.577.4834%
Returns for 3 years25.2934.7873%
Returns for 5 years19.7912.45159%
Returns for 10 years53.62N/A-
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