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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.16
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets233.69M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. WBALX (234M). HBLAX pays higher dividends than WBALX: HBLAX (3.28) vs WBALX (1.97). HBLAX was incepted earlier than WBALX: HBLAX (19 years) vs WBALX (22 years). WBALX (1.00) 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 : 3.54 vs. WBALX (0.22). WBALX return over 5 years is better than : 20.94 vs. HBLAX (16.29).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | 0.89 | 0.85 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 1.00 | 89% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 8.125 | 2.755 | 295% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 3.28 | 1.97 | 166% |
| Returns for 1 year | 3.54 | 0.22 | 1,644% |
| Returns for 3 years | 18.67 | 17.01 | 110% |
| Returns for 5 years | 16.29 | 20.94 | 78% |
| Returns for 10 years | 47.43 | 43.16 | 110% |
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