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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.62
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Inv Cl
Price$16.88
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets232.61M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Jun 27, 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 Hold and WBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WBALX (233M). 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 (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 : 6.15 vs. WBALX (1.07). WBALX return over 5 years is better than : 24.46 vs. HBLAX (19.11).
| 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 | 5.326 | 0.839 | 635% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.37 | 1.99 | 169% |
| Returns for 1 year | 6.15 | 1.07 | 577% |
| Returns for 3 years | 15.37 | 14.60 | 105% |
| Returns for 5 years | 19.11 | 24.46 | 78% |
| Returns for 10 years | 40.48 | 37.65 | 108% |
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