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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.31
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets11.79B
Westwood Income Opportunity C
Price$11.90
Change-$0.09 (-0.75%)
VolumeN/A
Net Assets519.18M
HBLCX vs WWICX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WWICX (519M). WWICX pays higher dividends than HBLCX: WWICX (3.48) vs HBLCX (2.65). 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 : 5.73 vs. HBLCX (3.54). HBLCX return over 5 years is better than : 11.89 vs. WWICX (9.24).
| 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 | 3.515 | 0.867 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 519M | 2,274% |
| Annual Yield % from dividends | 2.65 | 3.48 | 76% |
| Returns for 1 year | 3.54 | 5.73 | 62% |
| Returns for 3 years | 13.04 | 21.14 | 62% |
| Returns for 5 years | 11.89 | 9.24 | 129% |
| Returns for 10 years | 27.67 | N/A | - |
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