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HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
Hartford Balanced Income F
Price$14.68
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.8B
Weitz Conservative Allocation-Inv Cl
Price$16.94
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets231.59M
HBLFX vs WBALX Comparison Chart in %
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HBLFX vs. WBALX commentary
Jul 18, 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: 11.8B vs. WBALX (232M). 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 : 2.68 vs. WBALX (-0.57). WBALX return over 5 years is better than : 20.72 vs. HBLFX (16.03).
| HBLFX | WBALX | HBLFX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.02 | 55% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 5.350 | 1.078 | 496% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 232M | 5,086% |
| Annual Yield % from dividends | 3.66 | 2.00 | 183% |
| Returns for 1 year | 2.68 | -0.57 | -474% |
| Returns for 3 years | 16.90 | 15.62 | 108% |
| Returns for 5 years | 16.03 | 20.72 | 77% |
| Returns for 10 years | N/A | 36.75 | - |
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