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HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$15.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets230.6M
HBLAX vs WBAIX Comparison Chart in %
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HBLAX vs. WBAIX commentary
Oct 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: 11.9B vs. WBAIX (231M). HBLAX pays higher dividends than WBAIX: HBLAX (3.29) vs WBAIX (2.08). HBLAX was incepted earlier than WBAIX: HBLAX (19 years) vs WBAIX (7 years). HBLAX (0.89) is less costly to investors than WBAIX (0.76). 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 : 3.28 vs. WBAIX (0.10). WBAIX return over 5 years is better than : 20.27 vs. HBLAX (16.65).
| HBLAX | WBAIX | HBLAX / WBAIX | |
| Total Expense Ratio | 0.89 | 0.70 | 127% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 9.012 | 3.195 | 282% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 231M | 5,152% |
| Annual Yield % from dividends | 3.29 | 2.08 | 158% |
| Returns for 1 year | 3.28 | 0.10 | 3,387% |
| Returns for 3 years | 25.00 | 22.07 | 113% |
| Returns for 5 years | 16.65 | 20.27 | 82% |
| Returns for 10 years | 46.59 | N/A | - |
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