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HBLAX vs WWICX
HBLAX vs WWICX Comparison
Open Charts HBLAX vs WWICX
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity C
Price$12.09
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets531.64M
HBLAX vs WWICX Comparison Chart
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HBLAX vs. WWICX commentary
Jan 19, 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: 12.1B vs. WWICX (532M). 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 : 11.27 vs. HBLAX (5.97). HBLAX return over 5 years is better than : 8.26 vs. WWICX (5.53).
| 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 | 1.340 | 1.597 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 3.35 | 2.84 | 118% |
| Returns for 1 year | 5.97 | 11.27 | 53% |
| Returns for 3 years | 0.35 | 4.52 | 8% |
| Returns for 5 years | 8.26 | 5.53 | 149% |
| Returns for 10 years | 33.45 | N/A | - |
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