HBLTX
Price
$14.95
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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HBLTX vs WWICX

Header iconHBLTX vs WWICX Comparison
Open Charts HBLTX vs WWICXBanner chart's image
Hartford Balanced Income R5
Price$14.95
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
HBLTX vs WWICX Comparison Chart in %
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HBLTX 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 HBLTX is a Buy and WWICX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. WWICX (535M). HBLTX (3.54) and WWICX (3.40) have matching dividends . HBLTX was incepted earlier than WWICX: HBLTX (15 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). HBLTX has a lower initial minimum investment than WWICX: HBLTX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 8.35 vs. HBLTX (5.36). HBLTX return over 5 years is better than : 16.36 vs. WWICX (8.80).
HBLTXWWICXHBLTX / WWICX
Total Expense Ratio0.661.7638%
Annual Report Gross Expense Ratio0.661.7638%
Fund Existence15 years6 years-
Gain YTD6.6104.557145%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B535M2,224%
Annual Yield % from dividends3.543.40104%
Returns for 1 year5.368.3564%
Returns for 3 years15.3822.6368%
Returns for 5 years16.368.80186%
Returns for 10 years44.79N/A-
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