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HBLFX vs WWICX
HBLFX vs WWICX Comparison
Open Charts HBLFX vs WWICX
Hartford Balanced Income F
Price$14.80
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
HBLFX vs WWICX Comparison Chart in %
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HBLFX 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 HBLFX is a Buy and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. WWICX (532M). 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 : 8.19 vs. HBLFX (7.06). HBLFX return over 5 years is better than : 19.90 vs. WWICX (11.67).
| 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 | 6.356 | 4.129 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 532M | 2,256% |
| Annual Yield % from dividends | 3.66 | 3.40 | 108% |
| Returns for 1 year | 7.06 | 8.19 | 86% |
| Returns for 3 years | 17.35 | 23.48 | 74% |
| Returns for 5 years | 19.90 | 11.67 | 171% |
| Returns for 10 years | N/A | N/A | - |
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