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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$15.31
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$12.14
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
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HBLAX vs WWICX Comparison Chart
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HBLAX vs. WWICX 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 WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.8B vs. WWICX (538M). 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). HBLAX (16.62) and WWICX (16.06) have marching annual gain over last year. HBLAX return over 5 years is better than : 17.74 vs. WWICX (-14.86).
| HBLAX | WWICX | HBLAX / WWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 8.921 | 8.404 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.8B | 538M | 2,379% |
| Annual Yield % from dividends | 3.35 | 2.84 | 118% |
| Returns for 1 year | 16.62 | 16.06 | 103% |
| Returns for 3 years | 1.52 | -4.91 | -31% |
| Returns for 5 years | 17.74 | -14.86 | -119% |
| Returns for 10 years | 39.64 | N/A | - |
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