HBLAX
Price
$14.26
Change
-$0.21 (-1.45%)
Updated
Dec 18 closing price
WWICX
Price
$11.97
Change
-$0.22 (-1.80%)
Updated
Dec 18 closing price
Ad is loading...

HBLAX vs WWICX

Header iconHBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICXBanner chart's image
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
CapitalizationN/A
HBLAX vs WWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HBLAX vs. WWICX 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 WWICX is a StrongBuy.

FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WWICX (533M). HBLAX pays higher dividends than WWICX: HBLAX (3.35) vs WWICX (2.84). HBLAX was incepted earlier than WWICX: HBLAX (18 years) vs WWICX (5 years). WWICX is a more actively managed with annual turnover of: 88.00 vs. HBLAX (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 : 10.86 vs. HBLAX (8.79). HBLAX return over 5 years is better than : 13.84 vs. WWICX (7.60).
HBLAXWWICXHBLAX / WWICX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years5 years-
Gain YTD7.6499.77478%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRA2000N/A-
Net Assets11.8B533M2,214%
Annual Yield % from dividends3.352.84118%
Returns for 1 year8.7910.8681%
Returns for 3 years3.774.3986%
Returns for 5 years13.847.60182%
Returns for 10 years38.11N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AGVHX24.07-0.11
-0.45%
American Funds Global Insight F-3
IJEMX13.09-0.07
-0.53%
VY® JPMorgan Emerging Markets Equity I
FITMX14.00-0.09
-0.64%
Fidelity SAI International Mtm Idx
TRNEX37.59-0.30
-0.79%
T. Rowe Price New Era I
RYTAX187.57-1.59
-0.84%
Rydex Technology H