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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$14.27
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
CapitalizationN/A
HBLIX vs WWICX Comparison Chart
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HBLIX 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 HBLIX is a Hold and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. WWICX (533M). 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 annual gain was more profitable for investors over the last year : 10.86 vs. HBLIX (9.04). HBLIX return over 5 years is better than : 15.08 vs. WWICX (7.60).
| 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 | 7.913 | 9.774 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 533M | 2,214% |
| Annual Yield % from dividends | 3.59 | 2.84 | 126% |
| Returns for 1 year | 9.04 | 10.86 | 83% |
| Returns for 3 years | 4.53 | 4.39 | 103% |
| Returns for 5 years | 15.08 | 7.60 | 198% |
| Returns for 10 years | 40.95 | N/A | - |
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