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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.82B
Weitz Conservative Allocation-Inv Cl
Price$16.93
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets232.29M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Jul 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WBALX (232M). HBLAX pays higher dividends than WBALX: HBLAX (3.35) vs WBALX (2.00). 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 : 2.49 vs. WBALX (-0.21). WBALX return over 5 years is better than : 21.15 vs. HBLAX (14.43).
| 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 | 5.255 | 1.438 | 365% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 232M | 5,086% |
| Annual Yield % from dividends | 3.35 | 2.00 | 168% |
| Returns for 1 year | 2.49 | -0.21 | -1,174% |
| Returns for 3 years | 15.93 | 16.04 | 99% |
| Returns for 5 years | 14.43 | 21.15 | 68% |
| Returns for 10 years | 39.13 | 37.24 | 105% |
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