HBLYX
Price
$15.00
Change
+$0.01 (+0.07%)
Updated
Dec 26 closing price
Net Assets
11.68B
WWICX
Price
$12.97
Change
+$0.03 (+0.23%)
Updated
Dec 26 closing price
Net Assets
580.24M
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HBLYX vs WWICX

Header iconHBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICXBanner chart's image
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Westwood Income Opportunity C
Price$12.97
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets580.24M
HBLYX vs WWICX Comparison Chart in %
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HBLYX vs. WWICX commentary
Dec 28, 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 StrongBuy and WWICX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. WWICX (580M). HBLYX pays higher dividends than WWICX: HBLYX (3.38) vs WWICX (3.01). 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 : 10.58 vs. HBLYX (6.64). WWICX return over 5 years is better than : 12.04 vs. HBLYX (11.25).
HBLYXWWICXHBLYX / WWICX
Total Expense Ratio0.671.7638%
Annual Report Gross Expense Ratio0.671.7638%
Fund Existence19 years6 years-
Gain YTD7.05011.39362%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.7B580M2,017%
Annual Yield % from dividends3.383.01112%
Returns for 1 year6.6410.5863%
Returns for 3 years18.6230.9260%
Returns for 5 years11.2512.0493%
Returns for 10 years48.63N/A-
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