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HBLYX vs WWIAX
HBLYX vs WWIAX Comparison
Open Charts HBLYX vs WWIAX
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity A
Price$12.05
Change-$0.22 (-1.79%)
VolumeN/A
CapitalizationN/A
HBLYX vs WWIAX Comparison Chart
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HBLYX vs. WWIAX commentary
Dec 19, 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 Hold and WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WWIAX (533M). 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 : 11.70 vs. HBLYX (9.02). HBLYX return over 5 years is better than : 15.15 vs. WWIAX (11.86).
| 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 | 7.844 | 10.608 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.8B | 533M | 2,214% |
| Annual Yield % from dividends | 3.51 | 3.54 | 99% |
| Returns for 1 year | 9.02 | 11.70 | 77% |
| Returns for 3 years | 4.49 | 6.82 | 66% |
| Returns for 5 years | 15.15 | 11.86 | 128% |
| Returns for 10 years | 41.42 | 2.88 | 1,437% |
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