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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets239.98M
HBLAX vs WBALX Comparison Chart
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HBLAX vs. WBALX commentary
Jan 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 Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. WBALX (240M). HBLAX pays higher dividends than WBALX: HBLAX (3.35) vs WBALX (1.54). HBLAX was incepted earlier than WBALX: HBLAX (18 years) vs WBALX (21 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). 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 : 5.97 vs. WBALX (4.98). WBALX return over 5 years is better than : 20.32 vs. HBLAX (8.26).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 1.340 | 1.009 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 240M | 5,042% |
| Annual Yield % from dividends | 3.35 | 1.54 | 217% |
| Returns for 1 year | 5.97 | 4.98 | 120% |
| Returns for 3 years | 0.35 | 5.56 | 6% |
| Returns for 5 years | 8.26 | 20.32 | 41% |
| Returns for 10 years | 33.45 | 34.56 | 97% |
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