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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
CapitalizationN/A
HBLYX vs WWICX Comparison Chart
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HBLYX vs. WWICX 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 WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WWICX (533M). HBLYX pays higher dividends than WWICX: HBLYX (3.51) vs WWICX (2.84). HBLYX was incepted earlier than WWICX: HBLYX (18 years) vs WWICX (5 years). WWICX is a more actively managed with annual turnover of: 88.00 vs. HBLYX (57.00). WWICX has a lower initial minimum investment than HBLYX: WWICX (1000) vs HBLYX (250000). WWICX annual gain was more profitable for investors over the last year : 10.86 vs. HBLYX (9.02). HBLYX return over 5 years is better than : 15.15 vs. WWICX (7.60).
| HBLYX | WWICX | HBLYX / WWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 7.844 | 9.774 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 533M | 2,214% |
| Annual Yield % from dividends | 3.51 | 2.84 | 124% |
| Returns for 1 year | 9.02 | 10.86 | 83% |
| Returns for 3 years | 4.49 | 4.39 | 102% |
| Returns for 5 years | 15.15 | 7.60 | 199% |
| Returns for 10 years | 41.42 | N/A | - |
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