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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$15.09
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
Weitz Conservative Allocation-Inv Cl
Price$17.20
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets230.53M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Oct 06, 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: 11.9B vs. WBALX (231M). HBLAX pays higher dividends than WBALX: HBLAX (3.29) vs WBALX (1.98). HBLAX was incepted earlier than WBALX: HBLAX (19 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). 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 : 3.08 vs. WBALX (-0.63). WBALX return over 5 years is better than : 20.90 vs. HBLAX (18.79).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | 0.89 | 0.85 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 1.00 | 89% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 9.157 | 2.995 | 306% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 231M | 5,152% |
| Annual Yield % from dividends | 3.29 | 1.98 | 166% |
| Returns for 1 year | 3.08 | -0.63 | -487% |
| Returns for 3 years | 22.06 | 19.13 | 115% |
| Returns for 5 years | 18.79 | 20.90 | 90% |
| Returns for 10 years | 48.02 | 42.95 | 112% |
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