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HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Instl Cl
Price$16.89
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets233.43M
HBLAX vs WBAIX Comparison Chart in %
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HBLAX vs. WBAIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WBAIX (233M). 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 : 5.04 vs. WBAIX (1.05). WBAIX return over 5 years is better than : 20.49 vs. HBLAX (13.06).
| 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 | 5.829 | 1.162 | 501% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.35 | 2.10 | 159% |
| Returns for 1 year | 5.04 | 1.05 | 479% |
| Returns for 3 years | 11.93 | 11.67 | 102% |
| Returns for 5 years | 13.06 | 20.49 | 64% |
| Returns for 10 years | 39.89 | N/A | - |
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