HBLTX
Price
$14.90
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
WWICX
Price
$12.18
Change
+$0.03 (+0.25%)
Updated
Jul 3 closing price
Net Assets
532.41M
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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$14.90
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 %
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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.

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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).
HBLTXWWICXHBLTX / WWICX
Total Expense Ratio0.661.7638%
Annual Report Gross Expense Ratio0.661.7638%
Fund Existence15 years6 years-
Gain YTD6.2534.129151%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B532M2,256%
Annual Yield % from dividends3.543.40104%
Returns for 1 year6.978.1985%
Returns for 3 years17.0223.4872%
Returns for 5 years19.4111.67166%
Returns for 10 years44.20N/A-
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