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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$15.26
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
HBLYX vs WWIAX Comparison Chart
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HBLYX 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 HBLYX is a Buy and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. WWIAX (529M). WWIAX (3.54) and HBLYX (3.51) have matching dividends . HBLYX was incepted earlier than WWIAX: HBLYX (18 years) vs WWIAX (17 years). WWIAX is a more actively managed with annual turnover of: 88.00 vs. HBLYX (57.00). WWIAX has a lower initial minimum investment than HBLYX: WWIAX (1000) vs HBLYX (250000). WWIAX annual gain was more profitable for investors over the last year : 16.60 vs. HBLYX (15.46). HBLYX return over 5 years is better than : 16.30 vs. WWIAX (-11.29).
| HBLYX | WWIAX | HBLYX / WWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 7.985 | 9.617 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 12.4B | 529M | 2,344% |
| Annual Yield % from dividends | 3.51 | 3.54 | 99% |
| Returns for 1 year | 15.46 | 16.60 | 93% |
| Returns for 3 years | -0.32 | -3.92 | 8% |
| Returns for 5 years | 16.30 | -11.29 | -144% |
| Returns for 10 years | 39.87 | 1.41 | 2,818% |
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