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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$15.31
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.22
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
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HBLAX vs WWIAX Comparison Chart
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HBLAX vs. WWIAX commentary
Sep 21, 2024
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 HBLAX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.8B vs. WWIAX (538M). WWIAX pays higher dividends than HBLAX: WWIAX (3.54) vs HBLAX (3.35). HBLAX was incepted earlier than WWIAX: HBLAX (18 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLAX (57.00). WWIAX has a lower initial minimum investment than HBLAX: WWIAX (1000) vs HBLAX (2000). WWIAX IRA initial investment is lower compared to HBLAX: WWIAX (5000) vs HBLAX (2000). WWIAX (17.03) and HBLAX (16.62) have marching annual gain over last year. HBLAX return over 5 years is better than : 17.74 vs. WWIAX (-11.49).
| HBLAX | WWIAX | HBLAX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 8.921 | 9.037 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 12.8B | 538M | 2,379% |
| Annual Yield % from dividends | 3.35 | 3.54 | 95% |
| Returns for 1 year | 16.62 | 17.03 | 98% |
| Returns for 3 years | 1.52 | -2.66 | -57% |
| Returns for 5 years | 17.74 | -11.49 | -154% |
| Returns for 10 years | 39.64 | 3.02 | 1,312% |
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