HBLFX
Price
$14.79
Change
+$0.04 (+0.27%)
Updated
Jul 10 closing price
Net Assets
11.9B
WBALX
Price
$17.05
Change
+$0.01 (+0.06%)
Updated
Jul 10 closing price
Net Assets
235M
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HBLFX vs WBALX

Header iconHBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALXBanner chart's image
Hartford Balanced Income F
Price$14.79
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
Weitz Conservative Allocation-Inv Cl
Price$17.05
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets235M
HBLFX vs WBALX Comparison Chart in %
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HBLFX vs. WBALX commentary
Jul 11, 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 Buy and WBALX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.9B vs. WBALX (235M). HBLFX pays higher dividends than WBALX: HBLFX (3.66) vs WBALX (2.00). HBLFX was incepted earlier than WBALX: HBLFX (8 years) vs WBALX (22 years). WBALX (1.02) 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 : 5.89 vs. WBALX (1.97). WBALX return over 5 years is better than : 23.11 vs. HBLFX (19.24).
HBLFXWBALXHBLFX / WBALX
Total Expense Ratio0.560.8566%
Annual Report Gross Expense Ratio0.561.0255%
Fund Existence8 years22 years-
Gain YTD5.9962.037294%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B235M5,064%
Annual Yield % from dividends3.662.00183%
Returns for 1 year5.891.97299%
Returns for 3 years17.2815.97108%
Returns for 5 years19.2423.1183%
Returns for 10 yearsN/A38.25-
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