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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Weitz Conservative Allocation-Inv Cl
Price$16.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets220.09M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Nov 20, 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: 11.6B vs. WBALX (220M). HBLAX pays higher dividends than WBALX: HBLAX (3.29) vs WBALX (1.99). 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 : 3.08 vs. WBALX (-2.41). WBALX return over 5 years is better than : 15.41 vs. HBLAX (12.57).
| 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 | 8.434 | 1.378 | 612% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 220M | 5,273% |
| Annual Yield % from dividends | 3.29 | 1.99 | 165% |
| Returns for 1 year | 3.08 | -2.41 | -127% |
| Returns for 3 years | 16.50 | 14.48 | 114% |
| Returns for 5 years | 12.57 | 15.41 | 82% |
| Returns for 10 years | 43.20 | 37.36 | 116% |
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