HBLAX
Price
$14.53
Change
+$0.02 (+0.14%)
Updated
Jun 6 closing price
Net Assets
11.74B
WBALX
Price
$17.01
Change
+$0.05 (+0.29%)
Updated
Jun 6 closing price
Net Assets
233.91M
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HBLAX vs WBALX

Header iconHBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALXBanner chart's image
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Weitz Conservative Allocation-Inv Cl
Price$17.01
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets233.91M
HBLAX vs WBALX Comparison Chart
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HBLAX vs. WBALX commentary
Jun 07, 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 StrongBuy and WBALX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. WBALX (234M). HBLAX pays higher dividends than WBALX: HBLAX (3.37) vs WBALX (1.99). 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 : 3.59 vs. WBALX (1.01). WBALX return over 5 years is better than : 20.70 vs. HBLAX (12.06).
HBLAXWBALXHBLAX / WBALX
Total Expense Ratio0.890.85105%
Annual Report Gross Expense Ratio0.891.0287%
Fund Existence19 years22 years-
Gain YTD3.2300.653495%
Front Load6%N/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRA2000N/A-
Net Assets11.7B234M5,000%
Annual Yield % from dividends3.371.99169%
Returns for 1 year3.591.01356%
Returns for 3 years7.4710.7669%
Returns for 5 years12.0620.7058%
Returns for 10 years36.3631.12117%
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