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HICOX vs WTCOX
HICOX vs WTCOX Comparison
Open Charts HICOX vs WTCOX
Colorado BondShares A Tax-Exempt
Price$9.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill ColoradoTaxFr Ret
Price$10.53
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
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HICOX vs WTCOX Comparison Chart
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HICOX vs. WTCOX commentary
Oct 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 HICOX is a Hold and WTCOX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.82B vs. WTCOX (332M). HICOX pays higher dividends than WTCOX: HICOX (5.04) vs WTCOX (3.23). HICOX was incepted earlier than WTCOX: HICOX (37 years) vs WTCOX (33 years). WTCOX is a more actively managed with annual turnover of: 48.00 vs. HICOX (6.23). HICOX has a lower initial minimum investment than WTCOX: HICOX (500) vs WTCOX (2500). HICOX annual gain was more profitable for investors over the last year : 13.32 vs. WTCOX (9.54). HICOX return over 5 years is better than : 21.13 vs. WTCOX (3.44).
| HICOX | WTCOX | HICOX / WTCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 33 years | - |
| Gain YTD | 7.055 | 2.564 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 2500 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 332M | 548% |
| Annual Yield % from dividends | 5.04 | 3.23 | 156% |
| Returns for 1 year | 13.32 | 9.54 | 140% |
| Returns for 3 years | 10.21 | -2.87 | -355% |
| Returns for 5 years | 21.13 | 3.44 | 614% |
| Returns for 10 years | 50.55 | 19.99 | 253% |
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