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HBLVX vs WWIAX
HBLVX vs WWIAX Comparison
Open Charts HBLVX vs WWIAX
Hartford Balanced Income R6
Price$15.54
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
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HBLVX vs WWIAX Comparison Chart
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HBLVX 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 HBLVX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.8B vs. WWIAX (538M). HBLVX (3.62) and WWIAX (3.54) have matching dividends . HBLVX was incepted earlier than WWIAX: HBLVX (10 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLVX (57.00). HBLVX has a lower initial minimum investment than WWIAX: HBLVX (0) vs WWIAX (1000). HBLVX (17.06) and WWIAX (17.03) have marching annual gain over last year. HBLVX return over 5 years is better than : 19.56 vs. WWIAX (-11.49).
| HBLVX | WWIAX | HBLVX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 9.179 | 9.037 | 102% |
| 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 | 3.62 | 3.54 | 102% |
| Returns for 1 year | 17.06 | 17.03 | 100% |
| Returns for 3 years | 2.61 | -2.66 | -98% |
| Returns for 5 years | 19.56 | -11.49 | -170% |
| Returns for 10 years | N/A | 3.02 | - |
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