Ad is loading...
HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$14.02
Change+$0.36 (+2.64%)
VolumeN/A
Net Assets11.26B
Westwood Income Opportunity C
Price$11.34
Change+$0.32 (+2.90%)
VolumeN/A
Net Assets498.87M
HBLAX vs WWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. WWICX commentary
Apr 11, 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 HBLAX is a Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.3B vs. WWICX (499M). WWICX (3.47) and HBLAX (3.37) have matching dividends . HBLAX was incepted earlier than WWICX: HBLAX (19 years) vs WWICX (6 years). WWICX (1.74) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WWICX (57.00). WWICX has a lower initial minimum investment than HBLAX: WWICX (1000) vs HBLAX (2000). WWICX annual gain was more profitable for investors over the last year : -1.58 vs. HBLAX (-1.74). HBLAX return over 5 years is better than : 13.46 vs. WWICX (7.17).
| HBLAX | WWICX | HBLAX / WWICX | |
| Total Expense Ratio | 0.89 | 1.74 | 51% |
| Annual Report Gross Expense Ratio | 0.89 | 1.74 | 51% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -2.817 | -6.592 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.3B | 499M | 2,265% |
| Annual Yield % from dividends | 3.37 | 3.47 | 97% |
| Returns for 1 year | -1.74 | -1.58 | 110% |
| Returns for 3 years | -1.08 | 0.21 | -503% |
| Returns for 5 years | 13.46 | 7.17 | 188% |
| Returns for 10 years | 25.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers