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HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
Weitz Conservative Allocation-Instl Cl
Price$16.67
Change-$0.23 (-1.36%)
VolumeN/A
Net Assets237.33M
HBLAX vs WBAIX Comparison Chart
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HBLAX vs. WBAIX commentary
Apr 04, 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 HBLAX is a Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. WBAIX (237M). HBLAX pays higher dividends than WBAIX: HBLAX (3.37) vs WBAIX (2.11). HBLAX was incepted earlier than WBAIX: HBLAX (19 years) vs WBAIX (6 years). HBLAX (0.89) is less costly to investors than WBAIX (0.77). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (27.00). HBLAX has a lower initial minimum investment than WBAIX: HBLAX (2000) vs WBAIX (1000000). HBLAX annual gain was more profitable for investors over the last year : 4.31 vs. WBAIX (0.58). WBAIX return over 5 years is better than : 34.60 vs. HBLAX (28.39).
| HBLAX | WBAIX | HBLAX / WBAIX | |
| Total Expense Ratio | 0.89 | 0.70 | 127% |
| Annual Report Gross Expense Ratio | 0.89 | 0.77 | 116% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 2.946 | 0.118 | 2,486% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 237M | 5,063% |
| Annual Yield % from dividends | 3.37 | 2.11 | 159% |
| Returns for 1 year | 4.31 | 0.58 | 748% |
| Returns for 3 years | 3.91 | 6.07 | 64% |
| Returns for 5 years | 28.39 | 34.60 | 82% |
| Returns for 10 years | 34.49 | N/A | - |
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