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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity C
Price$12.66
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
HBLCX vs WWICX Comparison Chart in %
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HBLCX vs. WWICX commentary
Oct 19, 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 Hold and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WWICX (547M). WWICX pays higher dividends than HBLCX: WWICX (2.78) vs HBLCX (2.58). 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 : 7.12 vs. HBLCX (1.35). HBLCX return over 5 years is better than : 11.49 vs. WWICX (9.66).
| 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 | 8.089 | 8.616 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 547M | 2,157% |
| Annual Yield % from dividends | 2.58 | 2.78 | 93% |
| Returns for 1 year | 1.35 | 7.12 | 19% |
| Returns for 3 years | 21.22 | 34.86 | 61% |
| Returns for 5 years | 11.49 | 9.66 | 119% |
| Returns for 10 years | 35.29 | N/A | - |
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