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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.47
Change-$0.54 (-3.60%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
HBLAX vs WBALX Comparison Chart
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HBLAX vs. WBALX commentary
Dec 18, 2024
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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.3B vs. WBALX (241M). HBLAX pays higher dividends than WBALX: HBLAX (3.35) vs WBALX (1.54). HBLAX was incepted earlier than WBALX: HBLAX (18 years) vs WBALX (21 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). 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 : 8.79 vs. WBALX (5.56). WBALX return over 5 years is better than : 22.54 vs. HBLAX (13.84).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 7.649 | 4.918 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.3B | 241M | 5,104% |
| Annual Yield % from dividends | 3.35 | 1.54 | 217% |
| Returns for 1 year | 8.79 | 5.56 | 158% |
| Returns for 3 years | 3.77 | 3.77 | 100% |
| Returns for 5 years | 13.84 | 22.54 | 61% |
| Returns for 10 years | 38.11 | 28.64 | 133% |
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