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HBLIX vs WWICX
HBLIX vs WWICX Comparison
Open Charts HBLIX vs WWICX
Hartford Balanced Income I
Price$15.32
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$12.14
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
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HBLIX vs WWICX Comparison Chart
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HBLIX vs. WWICX 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 HBLIX is a Buy and WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.8B vs. WWICX (538M). 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). HBLIX annual gain was more profitable for investors over the last year : 16.89 vs. WWICX (16.06). HBLIX return over 5 years is better than : 19.03 vs. WWICX (-14.86).
| 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 | 9.122 | 8.404 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 538M | 2,379% |
| Annual Yield % from dividends | 3.59 | 2.84 | 126% |
| Returns for 1 year | 16.89 | 16.06 | 105% |
| Returns for 3 years | 2.27 | -4.91 | -46% |
| Returns for 5 years | 19.03 | -14.86 | -128% |
| Returns for 10 years | 42.53 | N/A | - |
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