Ad is loading...
HBLTX vs WWIAX
HBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAX
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.22
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HBLTX vs WWIAX Comparison Chart
Loading...
HBLTX vs. WWIAX 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 HBLTX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. WWIAX (538M). WWIAX (3.54) and HBLTX (3.54) have matching dividends . HBLTX was incepted earlier than WWIAX: HBLTX (14 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLTX (57.00). HBLTX has a lower initial minimum investment than WWIAX: HBLTX (0) vs WWIAX (1000). WWIAX (17.03) and HBLTX (16.83) have marching annual gain over last year. HBLTX return over 5 years is better than : 18.94 vs. WWIAX (-11.49).
| HBLTX | WWIAX | HBLTX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 9.047 | 9.037 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.8B | 538M | 2,379% |
| Annual Yield % from dividends | 3.54 | 3.54 | 100% |
| Returns for 1 year | 16.83 | 17.03 | 99% |
| Returns for 3 years | 2.18 | -2.66 | -82% |
| Returns for 5 years | 18.94 | -11.49 | -165% |
| Returns for 10 years | 42.45 | 3.02 | 1,405% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDN | 210.01 | 0.73 | +0.35% |
| First Trust Dow Jones Internet ETF | |||
| XJUN | 37.92 | N/A | -0.01% |
| FT Cboe Vest US Eq Enh&Mod Bffr ETF June | |||
| STXV | 30.19 | -0.08 | -0.27% |
| Strive 1000 Value ETF | |||
| BITC | 46.41 | -0.34 | -0.73% |
| Bitwise Bitcoin Strategy Optm Roll ETF | |||
| PSC | 51.63 | -0.68 | -1.30% |
| Principal US Small Cap ETF | |||