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HBLYX vs WWICX
HBLYX vs WWICX Comparison
Open Charts HBLYX vs WWICX
Hartford Balanced Income Y
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Westwood Income Opportunity C
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
HBLYX vs WWICX Comparison Chart
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HBLYX vs. WWICX 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 WWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. WWICX (529M). 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 (15.74) and HBLYX (15.46) have marching annual gain over last year. HBLYX return over 5 years is better than : 16.30 vs. WWICX (-14.66).
| 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 | 7.985 | 8.874 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 529M | 2,344% |
| Annual Yield % from dividends | 3.51 | 2.84 | 124% |
| Returns for 1 year | 15.46 | 15.74 | 98% |
| Returns for 3 years | -0.32 | -6.08 | 5% |
| Returns for 5 years | 16.30 | -14.66 | -111% |
| Returns for 10 years | 39.87 | N/A | - |
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