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HBLVX vs WWICX
HBLVX vs WWICX Comparison
Open Charts HBLVX vs WWICX
Hartford Balanced Income R6
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Westwood Income Opportunity C
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets534.89M
HBLVX vs WWICX Comparison Chart in %
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HBLVX vs. WWICX commentary
Aug 18, 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 HBLVX is a StrongBuy and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WWICX (535M). HBLVX (3.61) and WWICX (3.50) 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 : 7.44 vs. HBLVX (4.58). HBLVX return over 5 years is better than : 16.96 vs. WWICX (8.12).
| 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 | 7.323 | 5.275 | 139% |
| 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 | 3.61 | 3.50 | 103% |
| Returns for 1 year | 4.58 | 7.44 | 62% |
| Returns for 3 years | 12.30 | 18.17 | 68% |
| Returns for 5 years | 16.96 | 8.12 | 209% |
| Returns for 10 years | 46.38 | N/A | - |
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