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HBLSX vs WWICX
HBLSX vs WWICX Comparison
Open Charts HBLSX vs WWICX
Hartford Balanced Income R4
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity C
Price$12.46
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets534M
HBLSX vs WWICX Comparison Chart in %
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HBLSX vs. WWICX commentary
Sep 09, 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 StrongBuy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. WWICX (534M). WWICX pays higher dividends than HBLSX: WWICX (3.57) vs HBLSX (3.17). 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 : 7.80 vs. HBLSX (3.49). HBLSX return over 5 years is better than : 16.03 vs. WWICX (9.06).
| 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 | 8.163 | 6.519 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 534M | 2,247% |
| Annual Yield % from dividends | 3.17 | 3.57 | 89% |
| Returns for 1 year | 3.49 | 7.80 | 45% |
| Returns for 3 years | 18.48 | 27.14 | 68% |
| Returns for 5 years | 16.03 | 9.06 | 177% |
| Returns for 10 years | 46.85 | N/A | - |
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