Interact to see
Advertisement
Advertisement
HBLFX vs WWICX
HBLFX vs WWICX Comparison
Open Charts HBLFX vs WWICX
Hartford Balanced Income F
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity C
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLFX vs WWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLFX vs. WWICX commentary
Jul 27, 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 HBLFX is a Buy and WWICX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. WWICX (535M). HBLFX pays higher dividends than WWICX: HBLFX (3.66) vs WWICX (3.40). HBLFX was incepted earlier than WWICX: HBLFX (8 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLFX: WWICX (1000) vs HBLFX (1000000). WWICX annual gain was more profitable for investors over the last year : 8.35 vs. HBLFX (5.44). HBLFX return over 5 years is better than : 16.90 vs. WWICX (8.80).
| HBLFX | WWICX | HBLFX / WWICX | |
| Total Expense Ratio | 0.56 | 1.76 | 32% |
| Annual Report Gross Expense Ratio | 0.56 | 1.76 | 32% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 6.715 | 4.557 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.66 | 3.40 | 108% |
| Returns for 1 year | 5.44 | 8.35 | 65% |
| Returns for 3 years | 15.69 | 22.63 | 69% |
| Returns for 5 years | 16.90 | 8.80 | 192% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ICLN | 13.97 | 0.05 | +0.36% |
| iShares Global Clean Energy ETF | |||
| JHID | 34.73 | -0.10 | -0.27% |
| JHancock International High Dividend ETF | |||
| FILL | 24.39 | -0.09 | -0.37% |
| iShares MSCI Global Energy Producers ETF | |||
| OPPJ | 37.44 | -0.32 | -0.84% |
| WisdomTree Japan Opportunities ETF | |||
| JOF | 9.82 | -0.16 | -1.60% |
| Japan Smaller Capitalization Fund | |||