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HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
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.
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 : 6.26 vs. WBALX (1.97). WBALX return over 5 years is better than : 23.11 vs. HBLFX (19.00).
| 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 | 5.781 | 2.037 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 235M | 5,064% |
| Annual Yield % from dividends | 3.66 | 2.00 | 183% |
| Returns for 1 year | 6.26 | 1.97 | 318% |
| Returns for 3 years | 17.13 | 15.97 | 107% |
| Returns for 5 years | 19.00 | 23.11 | 82% |
| Returns for 10 years | N/A | 38.25 | - |
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