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HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
Hartford Balanced Income F
Price$15.13
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
Weitz Conservative Allocation-Inv Cl
Price$17.08
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets230.82M
HBLFX vs WBALX Comparison Chart in %
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HBLFX vs. WBALX commentary
Sep 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 HBLFX is a Hold and WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. WBALX (231M). HBLFX pays higher dividends than WBALX: HBLFX (3.58) vs WBALX (1.97). HBLFX was incepted earlier than WBALX: HBLFX (9 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). WBALX has a lower initial minimum investment than HBLFX: WBALX (2500) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 2.99 vs. WBALX (-1.61). WBALX return over 5 years is better than : 20.23 vs. HBLFX (18.46).
| HBLFX | WBALX | HBLFX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.00 | 56% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 8.799 | 2.156 | 408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 231M | 5,195% |
| Annual Yield % from dividends | 3.58 | 1.97 | 182% |
| Returns for 1 year | 2.99 | -1.61 | -186% |
| Returns for 3 years | 20.04 | 17.47 | 115% |
| Returns for 5 years | 18.46 | 20.23 | 91% |
| Returns for 10 years | N/A | 42.66 | - |
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