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HBLSX vs WWICX
HBLSX vs WWICX Comparison
Open Charts HBLSX vs WWICX
Hartford Balanced Income R4
Price$14.93
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
HBLSX vs WWICX Comparison Chart in %
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HBLSX 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 HBLSX is a Buy and WWICX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WWICX (535M). WWICX (3.40) and HBLSX (3.24) have matching dividends . HBLSX was incepted earlier than WWICX: HBLSX (15 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). HBLSX has a lower initial minimum investment than WWICX: HBLSX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 8.35 vs. HBLSX (4.97). HBLSX return over 5 years is better than : 14.73 vs. WWICX (8.80).
| HBLSX | WWICX | HBLSX / WWICX | |
| Total Expense Ratio | 0.96 | 1.76 | 55% |
| Annual Report Gross Expense Ratio | 0.96 | 1.76 | 55% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.452 | 4.557 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 535M | 2,224% |
| Annual Yield % from dividends | 3.24 | 3.40 | 96% |
| Returns for 1 year | 4.97 | 8.35 | 60% |
| Returns for 3 years | 14.34 | 22.63 | 63% |
| Returns for 5 years | 14.73 | 8.80 | 167% |
| Returns for 10 years | 41.17 | N/A | - |
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