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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$14.76
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
HBLCX vs WWICX Comparison Chart
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HBLCX vs. WWICX commentary
Nov 18, 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 HBLCX is a Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.4B vs. WWICX (529M). WWICX pays higher dividends than HBLCX: WWICX (2.84) vs HBLCX (2.65). HBLCX was incepted earlier than WWICX: HBLCX (18 years) vs WWICX (5 years). WWICX is a more actively managed with annual turnover of: 88.00 vs. HBLCX (57.00). WWICX has a lower initial minimum investment than HBLCX: WWICX (1000) vs HBLCX (2000). WWICX annual gain was more profitable for investors over the last year : 15.74 vs. HBLCX (14.37). HBLCX return over 5 years is better than : 11.08 vs. WWICX (-14.66).
| HBLCX | WWICX | HBLCX / 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 | 7.151 | 8.874 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.4B | 529M | 2,344% |
| Annual Yield % from dividends | 2.65 | 2.84 | 93% |
| Returns for 1 year | 14.37 | 15.74 | 91% |
| Returns for 3 years | -3.42 | -6.08 | 56% |
| Returns for 5 years | 11.08 | -14.66 | -76% |
| Returns for 10 years | 27.88 | N/A | - |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| ECML | 35.04 | N/A | N/A |
| Euclidean Fundamental Value ETF | |||
| GUNR | 38.65 | -0.05 | -0.13% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | |||
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| Pacer Metaurus US Lg Cp Dvd Mltp 400 ETF | |||
| DYTA | 30.87 | -0.54 | -1.72% |
| SGI Dynamic Tactical ETF | |||
| DFND | 42.34 | -1.37 | -3.14% |
| Siren DIVCON Dividend Defender ETF | |||