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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
Westwood Income Opportunity C
Price$12.09
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets531.64M
HBLYX vs WWICX Comparison Chart
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HBLYX vs. WWICX commentary
Jan 19, 2025
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 WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WWICX (532M). 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 : 11.27 vs. HBLYX (6.32). HBLYX return over 5 years is better than : 9.52 vs. WWICX (5.53).
| 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 | 1.459 | 1.597 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 532M | 2,274% |
| Annual Yield % from dividends | 3.51 | 2.84 | 124% |
| Returns for 1 year | 6.32 | 11.27 | 56% |
| Returns for 3 years | 1.17 | 4.52 | 26% |
| Returns for 5 years | 9.52 | 5.53 | 172% |
| Returns for 10 years | 36.78 | N/A | - |
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