HBLFX
Price
$14.85
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
WWICX
Price
$12.23
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
534.84M
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HBLFX vs WWICX

Header iconHBLFX vs WWICX Comparison
Open Charts HBLFX vs WWICXBanner chart's image
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 %
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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.

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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).
HBLFXWWICXHBLFX / WWICX
Total Expense Ratio0.561.7632%
Annual Report Gross Expense Ratio0.561.7632%
Fund Existence8 years6 years-
Gain YTD6.7154.557147%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B535M2,224%
Annual Yield % from dividends3.663.40108%
Returns for 1 year5.448.3565%
Returns for 3 years15.6922.6369%
Returns for 5 years16.908.80192%
Returns for 10 yearsN/AN/A-
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