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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$14.38
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity C
Price$12.09
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets531.64M
HBLIX vs WWICX Comparison Chart
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HBLIX vs. WWICX commentary
Jan 19, 2025
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: 12.1B vs. WWICX (532M). 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 : 11.27 vs. HBLIX (6.30). HBLIX return over 5 years is better than : 9.44 vs. WWICX (5.53).
| 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 | 1.410 | 1.597 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 3.59 | 2.84 | 126% |
| Returns for 1 year | 6.30 | 11.27 | 56% |
| Returns for 3 years | 1.16 | 4.52 | 26% |
| Returns for 5 years | 9.44 | 5.53 | 171% |
| Returns for 10 years | 36.30 | N/A | - |
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