Interact to see
Advertisement
Advertisement
HBLVX vs WWICX
HBLVX vs WWICX Comparison
Open Charts HBLVX vs WWICX
Hartford Balanced Income R6
Price$15.07
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Westwood Income Opportunity C
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets534.84M
HBLVX vs WWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLVX 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 HBLVX is a Buy and WWICX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WWICX (535M). HBLVX pays higher dividends than WWICX: HBLVX (3.61) vs WWICX (3.40). 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 : 8.35 vs. HBLVX (5.50). HBLVX return over 5 years is better than : 17.04 vs. WWICX (8.80).
| 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 | 6.686 | 4.557 | 147% |
| 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 | 3.40 | 106% |
| Returns for 1 year | 5.50 | 8.35 | 66% |
| Returns for 3 years | 15.85 | 22.63 | 70% |
| Returns for 5 years | 17.04 | 8.80 | 194% |
| Returns for 10 years | 46.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers