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HBLTX vs WWICX
HBLTX vs WWICX Comparison
Open Charts HBLTX vs WWICX
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.
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).
| HBLTX | WWICX | HBLTX / WWICX | |
| Total Expense Ratio | 0.66 | 1.76 | 38% |
| Annual Report Gross Expense Ratio | 0.66 | 1.76 | 38% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.610 | 4.557 | 145% |
| 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 | 3.54 | 3.40 | 104% |
| Returns for 1 year | 5.36 | 8.35 | 64% |
| Returns for 3 years | 15.38 | 22.63 | 68% |
| Returns for 5 years | 16.36 | 8.80 | 186% |
| Returns for 10 years | 44.79 | N/A | - |
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