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HBLVX vs WWICX
HBLVX vs WWICX Comparison
Open Charts HBLVX vs WWICX
Hartford Balanced Income R6
Price$14.83
Change-$0.09 (-0.60%)
VolumeN/A
Net Assets11.79B
Westwood Income Opportunity C
Price$11.90
Change-$0.09 (-0.75%)
VolumeN/A
Net Assets519.18M
HBLVX vs WWICX Comparison Chart
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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. WWICX (519M). HBLVX (3.63) and WWICX (3.48) have matching dividends . HBLVX was incepted earlier than WWICX: HBLVX (11 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). HBLVX has a lower initial minimum investment than WWICX: HBLVX (0) vs WWICX (1000). WWICX annual gain was more profitable for investors over the last year : 5.73 vs. HBLVX (4.85). HBLVX return over 5 years is better than : 18.00 vs. WWICX (9.24).
| HBLVX | WWICX | HBLVX / WWICX | |
| Total Expense Ratio | 0.56 | 1.76 | 32% |
| Annual Report Gross Expense Ratio | 0.56 | 1.76 | 32% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.035 | 0.867 | 466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 519M | 2,274% |
| Annual Yield % from dividends | 3.63 | 3.48 | 104% |
| Returns for 1 year | 4.85 | 5.73 | 85% |
| Returns for 3 years | 17.02 | 21.14 | 81% |
| Returns for 5 years | 18.00 | 9.24 | 195% |
| Returns for 10 years | 40.91 | N/A | - |
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