Interact to see
Advertisement
Advertisement
HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
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
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 3.230 | 0.653 | 495% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 234M | 5,000% |
| Annual Yield % from dividends | 3.37 | 1.99 | 169% |
| Returns for 1 year | 3.59 | 1.01 | 356% |
| Returns for 3 years | 7.47 | 10.76 | 69% |
| Returns for 5 years | 12.06 | 20.70 | 58% |
| Returns for 10 years | 36.36 | 31.12 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement