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HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
Hartford Balanced Income F
Price$14.31
Change+$0.08 (+0.56%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.90
Change+$0.06 (+0.36%)
VolumeN/A
CapitalizationN/A
HBLFX vs WBALX Comparison Chart
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HBLFX vs. WBALX commentary
Dec 21, 2024
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 HBLFX is a Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. WBALX (238M). HBLFX pays higher dividends than WBALX: HBLFX (3.67) vs WBALX (1.54). HBLFX was incepted earlier than WBALX: HBLFX (8 years) vs WBALX (21 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). WBALX has a lower initial minimum investment than HBLFX: WBALX (2500) vs HBLFX (1000000). WBALX annual gain was more profitable for investors over the last year : 4.31 vs. HBLFX (3.68). WBALX return over 5 years is better than : 20.99 vs. HBLFX (9.73).
| HBLFX | WBALX | HBLFX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 2.800 | 3.808 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 238M | 5,042% |
| Annual Yield % from dividends | 3.67 | 1.54 | 237% |
| Returns for 1 year | 3.68 | 4.31 | 85% |
| Returns for 3 years | -0.04 | 2.80 | -1% |
| Returns for 5 years | 9.73 | 20.99 | 46% |
| Returns for 10 years | N/A | 26.84 | - |
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