HBLVX
Price
$15.07
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
WWICX
Price
$12.23
Change
+$0.04 (+0.33%)
Updated
Jul 25 closing price
Net Assets
534.84M
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HBLVX vs WWICX

Header iconHBLVX vs WWICX Comparison
Open Charts HBLVX vs WWICXBanner chart's image
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 %
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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.

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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).
HBLVXWWICXHBLVX / WWICX
Total Expense Ratio0.561.7632%
Annual Report Gross Expense Ratio0.561.7632%
Fund Existence11 years6 years-
Gain YTD6.6864.557147%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B535M2,224%
Annual Yield % from dividends3.613.40106%
Returns for 1 year5.508.3566%
Returns for 3 years15.8522.6370%
Returns for 5 years17.048.80194%
Returns for 10 years46.27N/A-
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