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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.09
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets11.5B
Weitz Conservative Allocation-Inv Cl
Price$16.49
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets229.66M
HBLAX vs WBALX Comparison Chart
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HBLAX vs. WBALX commentary
Apr 25, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. WBALX (230M). HBLAX pays higher dividends than WBALX: HBLAX (3.37) vs WBALX (2.01). HBLAX was incepted earlier than WBALX: HBLAX (19 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). HBLAX has a lower initial minimum investment than WBALX: HBLAX (2000) vs WBALX (2500). HBLAX annual gain was more profitable for investors over the last year : 2.56 vs. WBALX (-1.17). WBALX return over 5 years is better than : 23.71 vs. HBLAX (15.78).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | 0.89 | 0.85 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 1.02 | 87% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | -0.185 | -2.552 | 7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.5B | 230M | 5,000% |
| Annual Yield % from dividends | 3.37 | 2.01 | 168% |
| Returns for 1 year | 2.56 | -1.17 | -219% |
| Returns for 3 years | 4.27 | 6.11 | 70% |
| Returns for 5 years | 15.78 | 23.71 | 67% |
| Returns for 10 years | 28.70 | 25.42 | 113% |
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