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HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Weitz Conservative Allocation-Instl Cl
Price$16.93
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets231.38M
HBLAX vs WBAIX Comparison Chart in %
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HBLAX vs. WBAIX commentary
Jul 17, 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 Hold and WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WBAIX (231M). HBLAX pays higher dividends than WBAIX: HBLAX (3.35) vs WBAIX (2.10). 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 (25.00). 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 : 2.35 vs. WBAIX (-0.75). WBAIX return over 5 years is better than : 21.49 vs. HBLAX (13.88).
| 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 | 4.752 | 1.043 | 456% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 231M | 5,108% |
| Annual Yield % from dividends | 3.35 | 2.10 | 160% |
| Returns for 1 year | 2.35 | -0.75 | -313% |
| Returns for 3 years | 14.97 | 15.28 | 98% |
| Returns for 5 years | 13.88 | 21.49 | 65% |
| Returns for 10 years | 38.26 | N/A | - |
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