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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
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
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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).
| 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 | 7.649 | 9.774 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 533M | 2,214% |
| Annual Yield % from dividends | 3.35 | 2.84 | 118% |
| Returns for 1 year | 8.79 | 10.86 | 81% |
| Returns for 3 years | 3.77 | 4.39 | 86% |
| Returns for 5 years | 13.84 | 7.60 | 182% |
| Returns for 10 years | 38.11 | N/A | - |
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