Interact to see
Advertisement
Advertisement
HBLTX vs WWICX
HBLTX vs WWICX Comparison
Open Charts HBLTX vs WWICX
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Westwood Income Opportunity C
Price$12.18
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets532.41M
HBLTX vs WWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. WWICX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. WWICX (532M). 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 : 8.19 vs. HBLTX (6.97). HBLTX return over 5 years is better than : 19.41 vs. WWICX (11.67).
| 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 | 6.253 | 4.129 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 532M | 2,256% |
| Annual Yield % from dividends | 3.54 | 3.40 | 104% |
| Returns for 1 year | 6.97 | 8.19 | 85% |
| Returns for 3 years | 17.02 | 23.48 | 72% |
| Returns for 5 years | 19.41 | 11.67 | 166% |
| Returns for 10 years | 44.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| CTSI.X | 0.056985 | 0.000416 | +0.73% |
| Cartesi cryptocurrency | |||
| ZEN.X | 7.143168 | 0.001495 | +0.02% |
| Horizen cryptocurrency | |||
| VEN.X | 0.016788 | N/A | N/A |
| ImpulseVen cryptocurrency | |||
| BTT.X | 0.000001 | N/A | -0.07% |
| BitTorrent [New] cryptocurrency | |||
| HIFI.X | 0.083317 | -0.045796 | -35.47% |
| Hifi Finance cryptocurrency | |||