Ad is loading...
HBLFX vs WWIAX
HBLFX vs WWIAX Comparison
Open Charts HBLFX vs WWIAX
Hartford Balanced Income F
Price$15.33
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.22
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HBLFX vs WWIAX Comparison Chart
Loading...
HBLFX vs. WWIAX 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 HBLFX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.8B vs. WWIAX (538M). HBLFX (3.67) and WWIAX (3.54) have matching dividends . HBLFX was incepted earlier than WWIAX: HBLFX (8 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLFX (57.00). WWIAX has a lower initial minimum investment than HBLFX: WWIAX (1000) vs HBLFX (1000000). WWIAX (17.03) and HBLFX (16.98) have marching annual gain over last year. HBLFX return over 5 years is better than : 19.44 vs. WWIAX (-11.49).
| HBLFX | WWIAX | HBLFX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 9.161 | 9.037 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.8B | 538M | 2,379% |
| Annual Yield % from dividends | 3.67 | 3.54 | 103% |
| Returns for 1 year | 16.98 | 17.03 | 100% |
| Returns for 3 years | 2.52 | -2.66 | -95% |
| Returns for 5 years | 19.44 | -11.49 | -169% |
| Returns for 10 years | N/A | 3.02 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...