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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity C
Price$12.18
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets532.41M
HBLCX vs WWICX Comparison Chart in %
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HBLCX vs. WWICX commentary
Jul 07, 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 HBLCX is a Buy and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. WWICX (532M). WWICX pays higher dividends than HBLCX: WWICX (3.40) vs HBLCX (2.63). HBLCX was incepted earlier than WWICX: HBLCX (19 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLCX: WWICX (1000) vs HBLCX (2000). WWICX annual gain was more profitable for investors over the last year : 8.19 vs. HBLCX (5.76). HBLCX return over 5 years is better than : 13.60 vs. WWICX (11.67).
| HBLCX | WWICX | HBLCX / WWICX | |
| Total Expense Ratio | 1.64 | 1.76 | 93% |
| Annual Report Gross Expense Ratio | 1.64 | 1.76 | 93% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 5.658 | 4.129 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 532M | 2,256% |
| Annual Yield % from dividends | 2.63 | 3.40 | 78% |
| Returns for 1 year | 5.76 | 8.19 | 70% |
| Returns for 3 years | 13.44 | 23.48 | 57% |
| Returns for 5 years | 13.60 | 11.67 | 117% |
| Returns for 10 years | 31.78 | N/A | - |
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