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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$16.85
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets236.93M
HBLAX vs WBALX Comparison Chart
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HBLAX vs. WBALX commentary
Apr 03, 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: 12B vs. WBALX (237M). 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 : 4.31 vs. WBALX (0.06). WBALX return over 5 years is better than : 33.13 vs. HBLAX (28.39).
| 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 | 2.946 | -0.297 | -993% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 237M | 5,063% |
| Annual Yield % from dividends | 3.37 | 2.01 | 168% |
| Returns for 1 year | 4.31 | 0.06 | 7,823% |
| Returns for 3 years | 3.91 | 5.38 | 73% |
| Returns for 5 years | 28.39 | 33.13 | 86% |
| Returns for 10 years | 34.49 | 28.87 | 119% |
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