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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
Open Charts HBLAX vs WWIAX
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.05
Change-$0.22 (-1.79%)
VolumeN/A
CapitalizationN/A
HBLAX vs WWIAX Comparison Chart
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HBLAX vs. WWIAX commentary
Dec 19, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WWIAX (533M). 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 annual gain was more profitable for investors over the last year : 11.70 vs. HBLAX (8.79). HBLAX return over 5 years is better than : 13.84 vs. WWIAX (11.86).
| 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 | 7.649 | 10.608 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.8B | 533M | 2,214% |
| Annual Yield % from dividends | 3.35 | 3.54 | 95% |
| Returns for 1 year | 8.79 | 11.70 | 75% |
| Returns for 3 years | 3.77 | 6.82 | 55% |
| Returns for 5 years | 13.84 | 11.86 | 117% |
| Returns for 10 years | 38.11 | 2.88 | 1,322% |
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