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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Westwood Income Opportunity C
Price$12.66
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets546.71M
HBLYX vs WWICX Comparison Chart in %
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HBLYX vs. WWICX commentary
Oct 19, 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 HBLYX is a Hold and WWICX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WWICX (547M). HBLYX pays higher dividends than WWICX: HBLYX (3.44) vs WWICX (2.78). HBLYX was incepted earlier than WWICX: HBLYX (19 years) vs WWICX (6 years). WWICX (1.76) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLYX: WWICX (1000) vs HBLYX (250000). WWICX annual gain was more profitable for investors over the last year : 7.12 vs. HBLYX (2.51). HBLYX return over 5 years is better than : 17.35 vs. WWICX (9.66).
| HBLYX | WWICX | HBLYX / WWICX | |
| Total Expense Ratio | 0.67 | 1.76 | 38% |
| Annual Report Gross Expense Ratio | 0.67 | 1.76 | 38% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 9.048 | 8.616 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 547M | 2,157% |
| Annual Yield % from dividends | 3.44 | 2.78 | 123% |
| Returns for 1 year | 2.51 | 7.12 | 35% |
| Returns for 3 years | 25.18 | 34.86 | 72% |
| Returns for 5 years | 17.35 | 9.66 | 180% |
| Returns for 10 years | 48.84 | N/A | - |
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