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HBLTX vs WWIAX
HBLTX vs WWIAX Comparison
Open Charts HBLTX vs WWIAX
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.16
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
HBLTX vs WWIAX Comparison Chart
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HBLTX vs. WWIAX commentary
Nov 18, 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: 12.4B vs. WWIAX (529M). 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 annual gain was more profitable for investors over the last year : 16.60 vs. HBLTX (15.43). HBLTX return over 5 years is better than : 16.16 vs. WWIAX (-11.29).
| 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 | 7.983 | 9.617 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.4B | 529M | 2,344% |
| Annual Yield % from dividends | 3.54 | 3.54 | 100% |
| Returns for 1 year | 15.43 | 16.60 | 93% |
| Returns for 3 years | -0.41 | -3.92 | 10% |
| Returns for 5 years | 16.16 | -11.29 | -143% |
| Returns for 10 years | 39.33 | 1.41 | 2,780% |
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