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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$15.04
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
HBLIX vs WWICX Comparison Chart
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HBLIX 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 HBLIX is a Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.4B vs. WWICX (529M). HBLIX pays higher dividends than WWICX: HBLIX (3.59) vs WWICX (2.84). HBLIX was incepted earlier than WWICX: HBLIX (15 years) vs WWICX (5 years). WWICX is a more actively managed with annual turnover of: 88.00 vs. HBLIX (57.00). WWICX has a lower initial minimum investment than HBLIX: WWICX (1000) vs HBLIX (2000). WWICX (15.74) and HBLIX (15.49) have marching annual gain over last year. HBLIX return over 5 years is better than : 16.24 vs. WWICX (-14.66).
| HBLIX | WWICX | HBLIX / WWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 8.057 | 8.874 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 529M | 2,344% |
| Annual Yield % from dividends | 3.59 | 2.84 | 126% |
| Returns for 1 year | 15.49 | 15.74 | 98% |
| Returns for 3 years | -0.34 | -6.08 | 6% |
| Returns for 5 years | 16.24 | -14.66 | -111% |
| Returns for 10 years | 39.40 | N/A | - |
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