HBLIX
Price
$14.27
Change
-$0.21 (-1.45%)
Updated
Dec 18 closing price
WWICX
Price
$11.97
Change
-$0.22 (-1.80%)
Updated
Dec 18 closing price
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HBLIX vs WWICX

Header iconHBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICXBanner chart's image
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).
HBLIXWWICXHBLIX / WWICX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years5 years-
Gain YTD7.9139.77481%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B533M2,214%
Annual Yield % from dividends3.592.84126%
Returns for 1 year9.0410.8683%
Returns for 3 years4.534.39103%
Returns for 5 years15.087.60198%
Returns for 10 years40.95N/A-
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