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HBLCX vs WWICX
HBLCX vs WWICX Comparison
Open Charts HBLCX vs WWICX
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
CapitalizationN/A
HBLCX vs WWICX Comparison Chart
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HBLCX 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 HBLCX is a Hold and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WWICX (533M). 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 : 10.86 vs. HBLCX (8.03). HBLCX return over 5 years is better than : 10.02 vs. WWICX (7.60).
| 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 | 6.933 | 9.774 | 71% |
| 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 | 2.65 | 2.84 | 93% |
| Returns for 1 year | 8.03 | 10.86 | 74% |
| Returns for 3 years | 1.39 | 4.39 | 32% |
| Returns for 5 years | 10.02 | 7.60 | 132% |
| Returns for 10 years | 29.33 | N/A | - |
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