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HBLTX vs WWICX
HBLTX vs WWICX Comparison
Open Charts HBLTX vs WWICX
Hartford Balanced Income R5
Price$15.49
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets11.73B
Westwood Income Opportunity C
Price$12.90
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets567.92M
HBLTX vs WWICX Comparison Chart in %
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HBLTX vs. WWICX commentary
Dec 13, 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 Hold and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. WWICX (568M). HBLTX pays higher dividends than WWICX: HBLTX (3.41) vs WWICX (3.01). HBLTX was incepted earlier than WWICX: HBLTX (16 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 : 7.84 vs. HBLTX (5.39). HBLTX return over 5 years is better than : 15.13 vs. WWICX (12.80).
| HBLTX | WWICX | HBLTX / WWICX | |
| Total Expense Ratio | 0.66 | 1.76 | 38% |
| Annual Report Gross Expense Ratio | 0.66 | 1.76 | 38% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 11.421 | 10.792 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 568M | 2,060% |
| Annual Yield % from dividends | 3.41 | 3.01 | 113% |
| Returns for 1 year | 5.39 | 7.84 | 69% |
| Returns for 3 years | 17.87 | 27.86 | 64% |
| Returns for 5 years | 15.13 | 12.80 | 118% |
| Returns for 10 years | 56.06 | N/A | - |
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